Account Manager - Remote (California)

OneDigital-posted 3 months ago
$65,000 - $85,000/Yr
Full-time • Mid Level
1,001-5,000 employees
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OneDigital is seeking an Account Manager (AM) who will be responsible for the day-to-day management of their assigned book of business. The AM will work closely and collaboratively with the internal service team (AEs) and producers to ensure that service deliverables meet and exceed client expectations. This role serves as another client touch point for day-to-day service needs, providing peace of mind to clients by managing risks and helping them thrive even during times of uncertainty.

  • Assist Account Executive in marketing and servicing clients within the account team
  • Build relationships with clients and answer insurance questions
  • Maintain appropriate business contact with clients
  • Assist with issuing insurance binders
  • Process invoices for both new and renewal policies
  • Process change requests from clients, setting an activity for receipt of the endorsement from the insurance carrier
  • Process received endorsements, check for accuracy, invoice and send to clients with clear explanation of changes
  • Check and invoice premium audits, sending to clients 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
  • Perform all other duties and projects as assigned
  • Minimum of 5 years’ experience in personal lines insurance in a brokerage environment, including high net worth account management
  • Experience working with at least two of the following carriers: AIG, Chubb, Cincinnati, & PURE
  • Proficiency in EPIC Agency Management System, Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with surplus lines insurance
  • Excellent verbal and written communication skills
  • Ability to manage client needs and multiple tasks in a fast-paced environment
  • Strong time management and organizational skills
  • Proven track record of success in a remote work setting
  • Ability to support multiple producers and/or account executives simultaneously
  • Knowledge of Adobe Acrobat is a plus
  • Health benefits
  • Wellbeing benefits
  • Retirement benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Robust learning and development programs
  • Reimbursement of job-related expenses
  • Employee perks and discounts
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