Account Manager, Private Client Personal Lines - Remote (PST)
About The Position
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: 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. You will ensure efficient operations, accurate processing, and timely follow-up, helping the team maintain the highest standards of Private Client care.
Requirements
- Minimum 3 years’ experience in personal lines insurance, preferably with High Net Worth Private Clients.
- Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, PURE.
- 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
Responsibilities
- Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes.
- Assist 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 (AIG, Chubb, Cincinnati, PURE, Travelers, Safeco and E&S markets) 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.
- Coordinate 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.
Benefits
- eligible employees health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
