Account Manager - Hybrid (Fullerton, CA)

OneDigital • Irvine, CA

12d • Hybrid

About The Position

OneDigital is seeking an Account Manager to support client service and marketing in collaboration with an Account Executive and account team. The role helps business-owner clients manage insurance risks and supports them throughout the policy lifecycle, with a focus on keeping renewals timely and smooth. The position is hybrid in Fullerton, California.

The Account Manager builds client relationships, responds to basic insurance questions, and handles a range of account servicing and processing tasks. These include maintaining account records, coordinating binders and policy changes, preparing client proposals, and obtaining insurance-related quotes and determinations.

The typical base pay range is $80,000–$100,000. Base pay depends on skills, education, qualifications, professional experience, and location. Some roles may also be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance. Eligible employees are offered health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, learning and development programs, reimbursement of job-related expenses under company policy, and potentially employee perks and discounts.

Requirements

• 3–5 years of insurance experience.
• Property & Casualty license.
• 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 AMS / Applied / Epic, or ability to learn these programs.
• Ability to manage client needs and multiple tasks.
• Good organizational skills.
• Attention to accuracy and detail.

Nice To Haves

• Knowledge of Adobe Acrobat.

Responsibilities

• Assist the Account Executive in marketing and servicing clients within the account team.
• Lead the renewals process by overseeing underwriting, Account Executives, and clients to ensure the process moves smoothly and on time.
• Build relationships with clients and answer basic insurance questions.
• Maintain appropriate business contact with clients.
• Assist with issuing insurance binders.
• Process invoices for new and renewal policies.
• Update the AMS/Applied/Epic system and shared drive to reflect changes during the coverage term.
• 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.
• Complete proposals for clients or collaborate with Account Executives on client proposals.
• Perform other duties and projects as assigned.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses under company policy.
• Employee perks and discounts may be available.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed