Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: Essential Duties and 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

Educational Requirements College Graduate

Brokers License

Work Experience 2-3 years of insurance experience

Technical Skills 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.

Physical Demands May require lifting up to 25 pounds.

Travel Required Up to 10% of the time

Additional Requirements Excellent interpersonal skills and a pleasant disposition required at all times.

Ability to work well with others in a fast-paced environment.

Team player.