Senior Insurance Strategy & Client Advocate

OneDigital; Clayton (MO); Hybride; USD 70 000 - 90 000; Plein temps

Résumé du poste

OneDigital is hiring an experienced Account Manager to lead servicing for multi-line clients and maintain strong relationships. You will work with Producers to assess client risk, prepare insurance specifications, and communicate needs to carriers, ensuring accurate quotes and timely renewals.

The role requires knowledge of P&C, proficiency in MS Office and Epic, and the ability to manage multiple tasks with precision. Local travel may be required.

Qualifications

• 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.

Responsabilités

• Lead Account Managers in servicing clients within the account team.
• Maintain appropriate business contact with client.
• Responsible for proactive 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

Connaissances

P&C knowledge

Client management

Multitasking

Attention to detail

Organization

Communication

Formation

High School Diploma or equivalent

Associate Degree

College Graduate

Brokers License

Outils

Applied / Epic

Adobe Acrobat

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Description du poste

OneDigital is hiring an experienced Account Manager to lead servicing for multi-line clients and maintain strong relationships. You will work with Producers to assess client risk, prepare insurance specifications, and communicate needs to carriers, ensuring accurate quotes and timely renewals.

The role requires knowledge of P&C, proficiency in MS Office and Epic, and the ability to manage multiple tasks with precision. Local travel may be required.