Account Executive - Property & Casualty

OneDigital brings together insurance, financial services and HR consulting to help over 100,000 businesses empower their workforce and create environments where people can achieve their full potential. OneDigital’s exceptional advisory teams provide counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, professional employer organizations (PEO) and retirement and wealth management services provided through OneDigital Investment Advisors. In a sea of sameness, we are a team of disruptors. Working at OneDigital: We are in the people business and everyone at OneDigital has chosen a career that is focused on empowering people to do their best work and live their best lives. This people-first approach is experienced by our clients, colleagues and the communities we serve. Doing well by doing good is what drives us every day. We share a common mindset to face each day with optimism and know that there is no limit to what we can do, when we do it together. We set a high bar, strive to exceed expectations, and show up with our “A-game” each day. We get energized by solving complex problems and encourage people to work where they are the most productive. We maintain a fast pace, but we always take time for levity, laughter and to celebrate successes. You can be you. Fresh-thinking comes when everyone is encouraged to share their ideas and unique perspectives. You will be valued for your unique skills, ideas and abilities. When you’re at the table, we expect you to contribute by ensuring that all opinions are heard and respected. If you want a career where everyone has the support to achieve their highest potential, visit www.onedigital.com/careers or follow us on LinkedIn. 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: An Account Executive works directly with clients to learn their goals and establish how the company can meet them. Their duties include regularly meeting quotas, goals and other forms of client expectations, helping clients understand the limits of their budget or resources and consistently meeting project deadlines laid out by the client. Essential Duties and Responsibilities (include but are not limited to): Maintains book of fee/commissioned revenue business Responsible for all aspects of client project work with regards to P&C coverage lines including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis and day to day servicing Responsible for strategic planning, cost/benefit analysis and budget forecasting projects Build relationships with assigned clients and give prompt attention to their requests. Be pro-active. Work with Producers to discuss the client’s future insurance needs. Maintain appropriate business contact with the client. Attend and organize client meetings to discuss financial and services issues Manage monthly client reporting package Develop annual client plan Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients Utilize Applied to maintain client information and workflows Identify new trends and developments in the insurance marketplace Assist Producers in pursing new business opportunities with existing and new clients Assist in the training and development of various products Assist in the interface with new and current clients for service and related needs Assist the accounting department in collecting premiums, when necessary Special projects as assigned Qualifications, Skills and Requirements: Strong knowledge of P&C insurance coverage Proficiency in Microsoft Word, Outlook, Excel and PowerPoint Proficiency in Applied or ability to learn this program Proficiency in Adobe Acrobat-or ability to learn this program Knowledge of PowerPoint 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 Education, Training and Experience: BA / BS Degree At least 3 years of experience in the P&C insurance field Travel at least 25% of working time. Local travel will be necessary to meet the client needs and occasionally may be nationally. Familiarity and practical knowledge of quoting process and tools Thank you for your interest in joining the OneDigital team!