Account Manager, Private Client Personal Lines
OneDigital
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $65,000 - $80,000 per year
About the role
- 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.
Requirements
- 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
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
personal lines insurancepolicy processingendorsementsrenewalscoverage summariesclient proposalsbilling inquiriesclaims statusprocess improvementsmultitasking
Soft skills
written communicationverbal communicationattention to detailorganizational skillsteam-orientedproactive problem-solving