Insurance Account Manager: Client Success & Renewals

OneDigital; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital in Los Angeles is seeking an Account Associate to support marketing and servicing clients within the account team. You will help oversee renewals, work with underwriting and account executives, and build strong relationships with clients.

The role requires 3-5 years of insurance experience, P&C license, and proficiency with MS Office and AMS/Epic. A detail-oriented, organized professional will thrive in a fast-paced environment with growth opportunities.

Qualifications

• Property & Casualty License required; basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook, Word, Excel and PowerPoint.
• Ability to navigate vendor or agency management systems.
• Proficiency with 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.

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 answer basic insurance questions.
• Maintain appropriate business contact with client.
• Assist with issuing insurance binders.
• Process invoices for both new and renewal policies.
• Update AMS/Applied/Epic and shared drive to reflect changes during the coverage term.
• Complete surplus lines filings.
• Complete preliminary policy checks and submit change requests to 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

Property & Casualty License

Microsoft Outlook

Excel

PowerPoint

AMS / Applied / Epic

Adobe Acrobat

Client management

Attention to detail

Tools

AMS / Applied / Epic

Adobe Acrobat

Job description

OneDigital in Los Angeles is seeking an Account Associate to support marketing and servicing clients within the account team. You will help oversee renewals, work with underwriting and account executives, and build strong relationships with clients.

The role requires 3-5 years of insurance experience, P&C license, and proficiency with MS Office and AMS/Epic. A detail-oriented, organized professional will thrive in a fast-paced environment with growth opportunities.