Consultant | +One

Oakbridge Insurance; United States; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Oakbridge Insurance is seeking a proactive +One Regional Consultant to connect clients with Oakbridge services. You will lead onboarding, craft yearly service plans, and coordinate with Producers, Account Managers, and Claims Advocacy to deliver analytics, loss prevention, and claims resources.

You will meet with clients to assess risk management needs, build plans, and oversee delivery from start to finish, including travel up to 30%. Hybrid work options may apply.

Qualifications

• Active Property & Casualty Insurance License or ability to obtain within 30 days of hire.
• 3-5 years of insurance industry experience, ideally in risk management, claims, loss control, or commercial lines client service.
• Working knowledge of commercial insurance coverages, claims processes, and loss prevention/risk control concepts.
• Polished presentation and interpersonal skills for leading client-facing meetings.
• Excellent written and verbal communication skills.
• Strong organizational and project management skills; manage multiple service plans and deadlines.
• Ability to analyze data and translate results into client-ready insights and reporting.
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Power BI.
• Ability to travel up to 30% of the time.

Responsibilities

• Lead onboarding meetings for new clients to understand needs, concerns, exposures and loss drivers.
• Develop, implement and oversee a tailored annual service plan for clients.
• Track and communicate results to clients and the service team.
• Develop an annual stewardship report with the Producer team.
• Serve as the primary +One contact for clients across regions and offices.
• Support Producers during prospecting and sales conversations with client-facing case studies.
• Deploy Oakbridge +One resources and communicate plans internally.
• Monitor service delivery and quantify impact for internal reporting.
• Prepare and deliver stewardship reports and client reviews; create case studies.
• Perform all other duties as assigned.

Skills

Active P&C license

Insurance experience

Client-facing

Project management

Data analysis

Reporting

Travel up to 30%

Power BI

Microsoft Word

Excel

Education

Bachelor's degree in business, risk management or related field

CRM systems familiarity (Applied Epic)

Industry designations (ARM, AIC, CIC, CPCU) or pursuing them

Tools

Power BI

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance

The +One Regional Consultant is the primary point of contact connecting Oakbridge associates and clients to the +One suite of services. This role works hand-in-hand with internal teams – including Producers, Account Managers, Field Consultants, and Claims Advocacy – to deploy analytics, loss prevention, and claims resources to Oakbridge clients.

The consultant meets directly with clients and prospects to evaluate their risk management and claims needs, builds a service plan around those needs, and directs delivery of that plan from start to finish. The role also supports Producers during the sales process, making it a critical link between client needs and what Oakbridge delivers. The role may be onsite or hybrid and includes travel up to 30% of the time.

Work Performed:

Client-Facing

• Lead onboarding meetings for new clients to develop a complete understanding of their needs, concerns, exposures and loss drivers
• Develop, implement and oversee a tailored annual service plan for clients
• Track and communicate results to clients and the service team on a regular basis
• Develop an annual stewardship report showing the impact of +One activities, delivered to the client in coordination with the Producer team
• Serve as the primary +One contact for clients across assigned regions and offices
• Support Producers during prospecting and sales conversations as requested, including client-facing case studies

Internal / Associate-Facing

• Manage deployment of Oakbridge +One resources
• Communicate the service plan internally, build out deliverables and a timeline, and monitor progress to completion
• Track service delivery throughout the year and quantify the impact of those services for internal reporting
• Partner with the Producer and service team to prepare and deliver stewardship reports and client reviews
• Create case studies from tracked results to support new prospect opportunities with the broader team
• Perform all other duties as assigned

• Active Property & Casualty Insurance License, or ability to obtain within 30 days of hire
• 3-5 years of insurance industry experience, ideally in risk management, claims, loss control, or commercial lines client service
• Working knowledge of commercial insurance coverages, claims processes, and loss prevention / risk control concepts
• Polished presentation and interpersonal skills, with the ability to lead client-facing meetings
• Excellent written and verbal communication skills
• Strong organizational and project management skills; able to manage multiple service plans, timelines, and competing deadlines
• Ability to analyze data and translate results into clear, client-ready insights and reporting
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Power BI
• Ability to travel up to 30% of the time

Preferred Education & Experience

• Bachelor's degree in business, risk management or a related field
• Familiarity with agency management and CRM systems (e.g., Applied Epic)
• Industry designations (ARM, AIC, CIC, CPCU or similar) or interest in pursuing them