10 Personal Lines Account Assistant Jobs in Englewood, CO
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Personal Lines Account Assistant
$48k-60k (estimate)
Full Time | Insurance
1 Day Ago
OneDigital is Hiring a Personal Lines Account Assistant Near Englewood, CO
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.Our Newest Opportunity: The Account Assistant (AA) is the backbone and the foundation of the personal lines department. The AA works closely and collaboratively with the clients and internal service team to ensure service deliverables meet and exceed client and agency expectations.
Essential Duties and Responsibilities (include but are not limited to):
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Essential Duties and Responsibilities (include but are not limited to):
- Scan, label, and distribute mail that comes in via fax, email and USPS
- Prepare deposits for accounting team
- Issue ID cards
- Answer telephone and provides basic customer service including information on billing, coverage, and change requests
- Assist production unit in special projects related to sales and/or servicing
- Update Applied EPIC management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes
- Data entry, including endorsements, and basic client information from producer or customer
- Monitor and complete underwriting requests from carriers
- Prepare letters of explanation to insured to accompany policy documentation
- Follow up on late payments from customers and cancelation notices from finance companies
- Follow up and communicate with clients and adjusters regarding claim status and progress
- Assist production unit in development of new accounts
- Utilize word processing for proposals, certificates and ordering ID cards
- Prepare proposal, complete fact find opportunities, communicate with underwriting
- All other duties and projects as assigned
- 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 this program
- 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
- Ability to work well with others in a fast-paced environment
- Team player
- High School or Associate Degree
- CO Property & Casualty License
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$48k-60k (estimate)
POST DATE
07/03/2024
EXPIRATION DATE
07/31/2024
WEBSITE
onedigital.com
HEADQUARTERS
ATLANTA, GA
SIZE
1,000 - 3,000
FOUNDED
2000
TYPE
Private
CEO
ADAM BRUCKMAN
REVENUE
$200M - $500M
INDUSTRY
Insurance
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About OneDigital
OneDigital is a benefits consulting firm that sells employee health benefits, retirement planning and HR advisory solutions for individuals and businesses.
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