Account Executive, P&C

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
• 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 vendors 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:

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

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

Education, Training and Experience:

Educational Requirements

• College Graduate with a Brokers License

Work Experience

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

The typical base pay range for this role nationwide is $72,000 to $82,000.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!