OneDigital · 14 hours ago
Senior Property & Casualty Consultant - Hybrid (Clayton, MO)
Clayton, MO
Full-time
Hybrid
Senior Level
5+ years expOneDigital is a company dedicated to helping businesses manage risks and thrive during uncertain times. They are seeking a Senior Property & Casualty Consultant who will lead account managers, maintain client relationships, and prepare insurance proposals while ensuring clients have the appropriate coverage for their needs.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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
Qualification
Required
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
Excellent interpersonal skills and a pleasant disposition required at all times
Ability to work well with others in a fast-paced environment
Team player
High School, Associate Degree, College Graduate
Other: Brokers License
At least 5 years of experience in the P&C field
Preferred
Mergers & Acquisition/Private Equity experience preferred
Benefits
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 per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase