Senior Consultant, Property & Casualty

at  OneDigital

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:

Essential Duties and Responsibilities

• Lead Account Managers in servicing clients within the account team
• Build relationships with assigned clients and give prompt attention to their requests
• Maintain appropriate business contact with client
• Work directly with Producers to discuss client’s future insurance needs
• Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage
• Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications
• Communicate the clients’ needs to their insurance carriers and identify new trends and developments
• Prepare insurance proposals, outlining significant terms and conditions
• Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims
• Check policies against quotes for accuracy, and request changes where needed
• Utilize the Applied/Epic system and the shared drive to maintain client information
• Assist in organizing pre-renewal and renewal meetings, and coordinating claims reviews, as needed
• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace
• Understand surplus lines and filings
• Assist the accounting department with billing discrepancies, when necessary
• All other duties and projects as assigned

Educational Requirements

• College Graduate with a Brokers License

Work Experience

• At least 5 years of experience in the P&C field

Technical Skills

• Basic knowledge of Property and Casualty insurance coverage
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint
• Ability to navigate vendor or agency management systems as applicable
• Proficiency in 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

Physical Demands

• May require lifting up to 25 pounds

Travel Required required

• Up to 25% of the time
• Local travel will be necessary to meet the client needs and occasionally may be nationally

Additional Requirements

• Excellent interpersonal skills and a pleasant disposition required at all times
• Ability to work well with others in a fast-paced environment
• Team player

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: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team

• Lead Account Managers in servicing clients within the account team
• Build relationships with assigned clients and give prompt attention to their requests
• Maintain appropriate business contact with client
• Work directly with Producers to discuss client’s future insurance needs
• Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage
• Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications
• Communicate the clients’ needs to their insurance carriers and identify new trends and developments
• Prepare insurance proposals, outlining significant terms and conditions
• Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims
• Check policies against quotes for accuracy, and request changes where needed
• Utilize the Applied/Epic system and the shared drive to maintain client information
• Assist in organizing pre-renewal and renewal meetings, and coordinating claims reviews, as needed
• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace
• Understand surplus lines and filings
• Assist the accounting department with billing discrepancies, when necessary
• All other duties and projects as assigne