5 weeks ago
Property and Casualty Account Manager - Hybrid (Englewood, CO)
OneDigital
Englewood, CO (Unknown)Full time$70K/yr – $80K/yr
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Property and Casualty Account Manager - Hybrid (Englewood, CO)
Englewood, CO (Unknown)
$70K/yr – $80K/yrMid Level2+ years expFull time
Posted 5 weeks ago
Job Summary
Own client portfolio support by assisting the Account Executive, managing ongoing service requests, and coordinating policy administration from quotes through renewals.
- Support marketing and servicing for client accounts
- Coordinate endorsements, invoices, and policy changes
- Interact with carriers and internal systems to reflect term updates
Job Description
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
Requirements
- 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.
- Travel Required Up to 10% of the time
Preferred
- Knowledge of Adobe Acrobat is a plus.
Benefits
- health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
OneDigital
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
Salaries
Posted range
$70K/yr – $80K/yr
Taken straight from the job posting.
Marketing Team
Marketing Team Size
191 (5% of company)
Median Career Experience
12 years
Median Tenure
4.8 years
Marketing Roles Posted (Last 30 Days)
1
People
Marketing Leadership
Kristen Mboijana
Regional Vice President of Marketing, East
At the company for 1 year 3 months
Allyson Smith
Senior Vice President Marketing
At the company for 10 years 9 months
Jaclyn Pollock
Regional Vice President, Marketing
At the company for 8 years
Kendall Wilson
Regional Vice President, Marketing
At the company for 15 years 2 months
Funding
Last Raise
Secondary Market, 6 months ago
Funding History
- Sep 2025Secondary Market
Traffic Signals
Monthly Visitors
82K
Monthly Google Ads Budget
$174.6K
Traffic Source Mix
Search
27.5%
Direct
60.9%
Referral
10.6%
Social
0.4%
Paid
0.6%
Headcount Trend
Current headcount: ~3.5K