Account Manager, Private Client Personal Lines - Remote (PST)

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity:

The Account Manager plays a vital support role within our Private Client personal lines team, assisting Account Executives in delivering seamless service to High-Net-Worth Clients. You will ensure efficient operations, accurate processing, and timely follow-up, helping the team maintain the highest standards of Private Client care.

Key Duties & Responsibilities:

• Support Account Executives with day-to-day servicing of Private Client accounts, including

processing endorsements, renewals, certificates, and policy changes.

• Assist in preparing Private Client proposals, presentations, and coverage summaries.
• Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all

documentation is complete and compliant.

• Liaise with carriers (AIG, Chubb, Cincinnati, PURE, Travelers, Safeco and E&S markets) to

obtain quotes, bind coverage, and resolve service issues for Clients.

• Track and follow up on outstanding items, such as underwriting requirements, payments,

and policy documents for Private Client accounts.

• Respond to client inquiries regarding billing, coverage, and claims status, escalating

complex issues to Account Executives as needed.

• Coordinate with internal teams to ensure timely delivery of client materials and

communications.

• Monitor renewal timelines and assist with renewal processing to ensure no lapses in

coverage.

• Contribute to process improvements and team efficiency initiatives.
• Provide backup support to other team members during peak periods or absences.

Required Qualifications:

• Minimum 3 years’ experience in personal lines insurance, preferably with High Net Worth

Private Clients.

• Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati,

PURE.

• Familiarity with the E&S (Excess & Surplus) market.
• Proficiency with Applied Epic agency management system.
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational, and multitasking skills.
• Team-oriented mindset with a proactive approach to problem-solving

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!