OneDigital · 1 month ago
Account Manager, Property & Casualty - Hybrid (Clayton, MO)
Clayton, MO
Full-time
Hybrid
Entry, Mid Level
2+ years expOneDigital is a trusted partner for business owners, providing risk management solutions. The Account Manager will assist in marketing and servicing clients, build relationships, and handle various insurance-related tasks.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Assist Account Executive in marketing and servicing clients within the account team
Build relationships with clients and have the ability to answer basic insurance questions
Maintain appropriate business contact with client
Assist with issuing insurance binders
Process invoices for both new and renewal policies
Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
Check and invoice premium audits. Send to client with clear explanation of additional or return premium
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Order loss runs for renewal submissions and prepare loss summaries
Generate ID cards and certificates of insurance
Complete surplus lines filings
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Renew binder extensions
Follow up on open activities
Obtain premium finance quotes
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Qualification
Required
College Graduate
Brokers License
2-3 years of insurance experience
Basic knowledge of Property and Casualty insurance coverage
Proficiency in Microsoft Outlook Word, Excel and PowerPoint
Ability to navigate vendor or agency management systems as applicable
Proficiency in Applied / Epic or ability to learn these programs
Knowledge of Adobe Acrobat is a plus
Ability to manage client needs and multiple tasks
Good organization skills
Attention to accuracy and detail
Excellent interpersonal skills and a pleasant disposition required at all times
Ability to work well with others in a fast-paced environment
Team player
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
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