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 whatâs 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:Â
Essential Duties and ResponsibilitiesÂ
Lead Account Managers in servicing clients within the account teamÂ
Maintain appropriate business contact with clientÂ
Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverageÂ
Utilize the Applied/Epic system and the shared drive to maintain client informationÂ
Build relationships with assigned clients and give prompt attention to their requestsÂ
Work directly with Producers to discuss clientâs future insurance needsÂ
Understand the clientsâ business and risk profiles, utilizing this information to prepare insurance specifications.Â
Communicate the clientsâ needs to their insurance carriers and identify new trends and developmentsÂ
Prepare insurance proposals, outlining significant terms and conditionsÂ
Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claimsÂ
Check policies against quotes for accuracy, and request changes where neededÂ
Assist in organizing pre-renewal and renewal meetings, and coordinating claims reviews, as neededÂ
Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplaceÂ
Understand surplus lines and filingsÂ
Assist the accounting department with billing discrepancies, when necessaryÂ
All other duties and projects as assignedÂ
Qualifications, Skills and Requirements:
Basic knowledge of Property and Casualty insurance coverage.Â
Proficiency in Microsoft Outlook Word, Excel and PowerPoint.Â
Ability to navigate vendor or agency management systems as applicable.Â
Proficiency in Applied / Epic or ability to learn these programs.Â
Knowledge of Adobe Acrobat is a plus. Â
Ability to manage client needs and multiple tasks. Â
Good organization skills. Â
Attention to accuracy and detail. Â
Local travel will be necessary to meet the client needs and occasionally may be nationally. Â
Additional RequirementsÂ
Excellent interpersonal skills and a pleasant disposition required at all times.Â
Mergers & Acquisition/Private Equity experience preferred.
Ability to work well with others in a fast-paced environment.Â
Team player. Â
Educational RequirementsÂ
High School, Associate Degree, College Graduate Â
Other: Brokers License Â
Work ExperienceÂ
At least 5 years of experience in the P&C field.Â
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the companyâs performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
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, âprotected characteristicsâ). 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 âban the boxâ] 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.
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OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Learn more about this Employer on their Career Site
