Account Manager, Private Client Personal Lines - Remote (PST)

About the role

The Account Manager plays a vital support role within our Private Client personal lines team, assisting Account Executives in delivering seamless service to High-Net-Worth Clients. This role requires a minimum of 3 years' experience in personal lines insurance, preferably with High Net Worth Private Clients, and hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, PURE. Proficiency with Applied Epic agency management system and excellent written and verbal communication skills are essential.

Responsibilities

• Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes.
• Aid in preparing Private Client proposals, presentations, and coverage summaries.
• Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all documentation is complete and compliant.
• Liaise with carriers to obtain quotes, bind coverage, and resolve service issues for Clients.
• Track and follow up on outstanding items, such as underwriting requirements, payments, and policy documents for Private Client accounts.
• Respond to client inquiries regarding billing, coverage, and claims status, escalating complex issues to Account Executives as needed.
• Cook up with internal teams to ensure timely delivery of client materials and communications.
• Monitor renewal timelines and assist with renewal processing to ensure no lapses in coverage.
• Contribute to process improvements and team efficiency initiatives.
• Provide backup support to other team members during peak periods or absences.

Requirements

• Minimum 3 years’ experience in personal lines insurance, preferably with High Net Worth Private Clients.
• Familiarity with the E&S (Excess & Surplus) market.
• Proficiency with Applied Epic agency management system.
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational, and multitasking skills.
• Team-oriented mindset with a proactive approach to problem-solving.

Qualifications

• Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, PURE.

Skills

• Advanced knowledge of personal lines insurance.
• Strong communication and interpersonal skills.
• Ability to handle multiple tasks simultaneously.
• Experience with Applied Epic agency management system.
• Knowledge of E&S markets.

Benefits

We offer a competitive compensation package, including a typical base pay range of $65,000.00 to $80,000.00 per year, depending on skills, education, qualifications, professional experience, and location. Additionally, we provide health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. Employee perks and discounts are also available. We adhere to all relevant Fair Chance Ordinances and comply with all criminal history inquiry laws in the jurisdictions where we operate.

Pay

The typical base pay range for this role nationwide is $65,000.00 to $80,000.00 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.

Schedule

Our schedule is flexible to accommodate the needs of our team and our clients.

Company Information

OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. We provide equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”).

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process, including using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.