Account Coordinator - Private Client Group

Most of our clients have built their companies from the ground up. One Digital 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, One Digital is the right career for you.

Our Newest Opportunity:

The Client Service Specialist supports the Account Mangers in the Private Client Group by providing comprehensive administrative support to assist them with their daily tasks and responsibilities.

• Take part in the new business process by gathering quotes and crafting thoughtful proposals
• Help with renewals by preparing documents, updating client details, and following up on any pending items
• Handle customer policy changes with care and efficiency to ensure timely updates
• Stay in touch with carriers and clients to keep transactions moving smoothly
• Keep records neat and accurate within the agency management system
• Team up with account managers on administrative tasks to deliver top-notch service

• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible and disciplined
• Ability to work independently as well as in team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to thrive in fast-paced production environment

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service; preferred
• Bachelor’s Degree, preferred
• Familiarity with database applications, a plus

The typical base pay range for this role nationwide is $55,000 - $65,000 per year.

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:

One Digital 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.

One Digital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed service member 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…