Account Executive, Property & Casualty

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The Account Executive is responsible for the strategic management of an assigned book of business.

Responsibilities (Include but are not limited to):

• Foster and manage overall relationship with clients to ensure retention of mid-market and large group book of business and high client satisfaction;

• Create and communicate multi-year strategy for clients;

• Remain up to date and knowledgeable on current industry, market and regulatory changes and ensure clients remain educated on relevant and key updates.

• Ensure client support teams handle client inquiries appropriately and efficiently.

• Work closely with Managing Director to improve processes or services as needed.

• Manage escalated service issues to ensure resolution and client satisfaction.

• Manage overall strategy of the renewal process with the client service team;

• Review client team's RFPs to ensure proper strategy is being executed;

• Work closely with account manager(s) to identify markets for solicitation of new business;

• Analyze market proposals for verification of coverages, premiums, and competitiveness.

• Review coverage contracts for accuracy of policy provisions.

• Conduct client meetings regarding pre-renewal strategy, renewal, and post renewal follow-up;

• Negotiate client coverages and premiums with carriers;

• Oversee new carrier and plan implementations for assigned book of business;

• Engage in optimal and appropriate usage of internal CRM system;

• Perform additional responsibilities and requests as requested.

Required Skills:

• Must have excellent verbal and written communication skills, with the ability to communicate efficiently and effectively with C-suite clients and prospective clients;

• Must possess the ability to work with clients at a senior strategic level;

• Strong leadership skills;

• Must be self-motivated and disciplined;

• Ability to thrive in fast-paced environment;

• Must be highly skilled in use of Microsoft Office;

• Experience with customer relationship management (CRM) software program, preferred;

• Must be organized and detail-oriented, with the ability to meet deadlines and work well with others.

Required Experience:

• Minimum 7-10 years' experience in account management in a consultative role;

• Current Property & Casualty insurance license.

• Familiarity and practical knowledge of quoting process and tools;

• Extensive knowledge of P&C products.

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 company's 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

Thank you for your interest in joining the OneDigital team!