Account Manager - Hybrid (Fullerton, CA)

Digital Insurance LLC; Irvine (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

OneDigital is seeking an experienced Insurance Account Administrator in Irvine, CA to support Account Executives in marketing and servicing clients within the account team. You will lead the renewals process, oversee underwriting, and build strong client relationships while answering basic insurance questions and managing multiple tasks.

Ideal candidates have 3–5 years of insurance experience, hold a Property & Casualty license, and are proficient with MS Office and AMS/Applied/Epic platforms.

Qualifications

• 3–5 years of insurance experience in an account team.
• Property & Casualty license required.
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint.
• Familiar with AMS / Applied / Epic or ability to learn.
• Knowledge of Adobe Acrobat is a plus.
• Strong organization, accuracy, and attention to detail.

Responsibilities

• Assist Account Executive in marketing and servicing clients.
• Lead renewals by overseeing underwriting, account executives, and clients to ensure the process is moving smoothly and on time.
• 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.
• Update the AMS/Applied/Epic system and the 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.
• All other duties and projects as assigned.

Skills

Account management

Renewals process

Client relationships

Organization

Attention to detail

Multi-tasking

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Property & Casualty insurance

Tools

AMS/Applied/Epic

Adobe Acrobat

Vendor management systems

Job description

Essential Duties and Responsibilities

• Assist 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 is moving smoothly and on time.
• 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
• Update the AMS/Applied/Epic system and the 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
• All other duties and projects as assigned

Work Experience

3-5 years of insurance experience

Technical Skills

• 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.
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.

The typical base pay range for this role is: $80,000 - $100,000 Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees 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. To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides 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"). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes 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. Thank you for your interest in joining the OneDigital team!

OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is "a career of consequence." We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it's why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn