Insurance Account Manager — Renewals & Client Relationships

OneDigital: Insurance, Financial Services, and HR Consulting; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Overtime pay for non-exempt employees

Learning & development programs

Expense reimbursement

Employee perks and discounts

Job summary

OneDigital is a leading partner helping businesses manage risks and protect employees through insurance and HR solutions. This role supports Account Executives in servicing clients, handling renewals, and processing policies with accuracy.

Ideal candidates have 3-5 years in insurance, a Property & Casualty license, and proficiency with AMS/Applied/Epic and MS Office. We offer comprehensive benefits and opportunities for growth.

Qualifications

• 3-5 years of insurance experience.
• Property & Casualty license required.
• Proficiency with AMS/Applied/Epic systems.
• Strong organization and attention to 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.
• Build relationships with clients and answer basic insurance questions.
• Maintain appropriate business contact with clients.
• Assist with issuing insurance binders and processing invoices.

Skills

Property & Casualty License

MS Office Proficiency

Client Relationship Management

Attention to detail

Tools

AMS / Applied / Epic

Excel

Adobe Acrobat

Job description

OneDigital is a leading partner helping businesses manage risks and protect employees through insurance and HR solutions. This role supports Account Executives in servicing clients, handling renewals, and processing policies with accuracy.

Ideal candidates have 3-5 years in insurance, a Property & Casualty license, and proficiency with AMS/Applied/Epic and MS Office. We offer comprehensive benefits and opportunities for growth.