Senior Consultant

OneDigital

Senior Consultant managing insurance accounts for clients in the Property and Casualty field. Leading the servicing of multiple lines of coverage while ensuring client needs are met.

Posted 6/12/2026full-timeClayton • Montana • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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 client needs and occasionally may be nationally.
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.
Brokers License

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses

ATS Keywords

✓ Tailor your resume

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 discrepanciessurplus linesvendor relationshipsMergers & AcquisitionPrivate Equity

Soft Skills

client managementorganization skillsattention to accuracyinterpersonal skillsteam playerability to manage multiple tasksability to work in a fast-paced environment

Certifications

Brokers License