Senior Property & Casualty Consultant - Hybrid (Clayton, MO)
About The Position
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: Essential Duties and Responsibilities Lead Account Managers in servicing clients within the account team Maintain appropriate business contact with client Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage Utilize the Applied/Epic system and the shared drive to maintain client information Build relationships with assigned clients and give prompt attention to their requests Work directly with Producers to discuss client’s future insurance needs 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 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 Qualifications, Skills and Requirements: 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. 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. Mergers & Acquisition/Private Equity experience preferred. Ability to work well with others in a fast-paced environment. Team player.
Requirements
- 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.
- Ability to manage client needs and multiple tasks.
- Good organization skills.
- Attention to accuracy and detail.
- Local travel will be necessary to meet the client needs and occasionally may be nationally.
- Excellent interpersonal skills and a pleasant disposition required at all times.
- Ability to work well with others in a fast-paced environment.
- Team player.
- Brokers License
- At least 5 years of experience in the P&C field.
Nice To Haves
- Knowledge of Adobe Acrobat is a plus.
- Mergers & Acquisition/Private Equity experience preferred.
Responsibilities
- Lead Account Managers in servicing clients within the account team
- Maintain appropriate business contact with client
- Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage
- Utilize the Applied/Epic system and the shared drive to maintain client information
- Build relationships with assigned clients and give prompt attention to their requests
- Work directly with Producers to discuss client’s future insurance needs
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
