About The Position

OneDigital is seeking a Senior Property & Casualty Account Manager to serve as a strategic partner to clients and a trusted resource to producers. The role manages complex commercial accounts, provides property and casualty insurance guidance, proactively identifies coverage gaps, and supports client retention and growth in a collaborative, client-first environment. The successful candidate brings strong coverage knowledge, takes ownership of their book of business, and follows through for clients and producers. The role independently manages the full service and renewal cycle for assigned accounts, including new and renewal business, endorsements, and certificates of insurance. It also involves preparing and coordinating marketing submissions, working with underwriters, analyzing quotations, and supporting negotiations on coverage terms and pricing in partnership with producers. The position requires ongoing attention to industry developments and service quality, and may include claims coordination. The role requires at least five years of commercial P&C account management experience within an agency or brokerage and a current Property and Casualty Insurance License. An associate’s or bachelor’s degree is preferred. Seven or more years of experience, complex middle-market account experience, and Applied Epic experience are preferred. OneDigital offers eligible employees health, wellbeing, retirement, and other financial benefits; paid time off; overtime pay for non-exempt employees; learning and development programs; reimbursement of job-related expenses under company policy; and possible employee perks and discounts. Some roles may also be eligible for variable compensation, commission, and/or an annual bonus.

Requirements

  • At least five years of commercial P&C account management experience within an agency or brokerage.
  • A current Property and Casualty Insurance License.
  • Proficiency with Microsoft Office products, including Outlook, Word, Excel, and Teams.
  • Respect for confidentiality and exceptional attention to detail.
  • Strong time management skills and demonstrated ability to meet deadlines independently.
  • Excellent written and oral communication skills.
  • Ability to understand, analyze, and articulate insurance coverages, forms, and policies.
  • Comfort working directly with clients, producers, and carrier underwriters.
  • Proficiency working through property allocations and Statements of Value.
  • Familiarity with CRM tools to support account service and team workflow.
  • Openness to AI integration in day-to-day workflow.

Nice To Haves

  • Associate’s or bachelor’s degree.
  • Seven or more years of commercial P&C account management experience, including demonstrated experience managing complex middle-market accounts.
  • Experience with Applied Epic.
  • Experience with commercial accounts in real estate (multi-family, office, industrial, or retail), manufacturing, contracting, and/or transportation.

Responsibilities

  • Build and maintain strong client relationships by providing prompt, accurate, and professional service to retain and strengthen accounts.
  • Independently manage the full service and renewal cycle for assigned accounts, including new and renewal business, endorsement requests, and certificates of insurance.
  • Review policies and endorsements for accuracy and relevance.
  • Identify coverage gaps and service opportunities, and keep clients and producers informed throughout the policy lifecycle.
  • Respond to client questions about coverages, exposures, and insurance needs.
  • Respond to insurance carriers’ underwriting questions about client accounts.
  • Prepare and coordinate marketing submissions; work with underwriters; compare and analyze quotations; and support negotiations on coverage terms and pricing with the producer.
  • Assist with claims coordination when applicable.
  • Stay current on industry developments, emerging coverages, and carrier appetite changes.
  • Follow quality control standards and meet service deadlines.
  • Support producers and help identify cross-selling opportunities within the existing client base.
  • Enroll in annual continuing education to stay current on changes in the insurance industry.
  • Perform other specific duties and projects as assigned by the Team Manager.
  • Contribute ideas and insights during renewal and new business discussions.

Benefits

  • Eligible employees may receive health, wellbeing, retirement, and other financial benefits.
  • Paid time off.
  • Overtime pay for non-exempt employees.
  • Learning and development programs.
  • Reimbursement of job-related expenses per company policy.
  • Employee perks and discounts may be available.
  • Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.
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