OneDigital

Senior Property & Casualty Consultant

OneDigital

full-time

Posted on:

Location Type: Hybrid

Location: Clayton • Montana • United States

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Job Level

Senior

About the role

  • 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

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.
  • Mergers & Acquisition/Private Equity experience preferred.
  • 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
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Property and Casualty insurance coverageinsurance specificationsinsurance proposalsbilling discrepanciesMergers & AcquisitionPrivate Equity
Soft Skills
client managementorganizationattention to detailinterpersonal skillsteam player
Certifications
Brokers License