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Personal Lines Account Manager at OneDigital - ApplyBlast

Personal Lines Account Manager

OneDigital

4 months ago

3.1 on Glassdoor

Norwalk, OH

Onsite

Full Time

Junior

0 applicants

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About this role

This role assists an Account Executive in marketing and servicing clients for OneDigital, a partner that provides risk management and insurance protection to businesses. Responsibilities include processing invoices, handling endorsements and policy changes, generating certificates of insurance, and maintaining accurate records in agency management systems. With 2-3 years of experience, the candidate helps clients manage risks so they can focus on their core operations.

Responsibilities

Assist Account Executive in marketing and servicing clients
Process invoices for new and renewal policies
Handle endorsements and update coverage terms accurately
Generate certificates of insurance and ID cards
Maintain client records in Applied/Epic system

Skills

Qualifications

2-3 years of insurance experienceBasic knowledge of Property and Casualty insurance coverageProficiency in Microsoft Office Suite

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.