Senior Consultant - Hybrid (St. Louis, MO)
Essential Duties And Responsibilities
- Maintain appropriate business contact with client
- Maintain and update client information in the Applied/Epic system and shared drive
- Build relationships with assigned clients and respond promptly to their requests
- Discuss future insurance needs with producers and prepare insurance specifications
- Prepare insurance proposals and check policies for accuracy
- Identify new insurance products and policies for clients
- Avoid uninsured claims by offering appropriate coverage
- Organize and coordinate pre-renewal and renewal meetings, and claims reviews
- Assist the accounting department with billing discrepancies
Qualifications, Skills and Requirements
- Basic knowledge of Property and Casualty insurance coverage
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Ability to navigate vendor or agency management systems
- Proficiency in Applied/Epic or willingness to learn
- Knowledge of Adobe Acrobat
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
- Local travel for client needs
Additional Requirements
- Excellent interpersonal skills and pleasant disposition
- Mergers & Acquisition/Private Equity experience preferred
- Ability to work well with others in a fast-paced environment
- Team player
Qualifications
- At least 5 years of experience in the P&C field
Pay
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.
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Job-related expense reimbursement
- Employee perks and discounts
About the Role
We are a trusted partner to business owners, helping them manage risks and focus on their core mission. We provide comprehensive insurance solutions and support to ensure their businesses thrive, even during uncertain times.
Schedule
Our schedule allows for local travel to meet client needs and occasional national travel.
Benefits
We offer competitive compensation, a supportive work environment, and a range of benefits to ensure your well-being and success.
Skills
We value candidates who can demonstrate strong communication, problem-solving, and organizational skills. A background in Property and Casualty insurance is essential, along with proficiency in Microsoft Office and a willingness to learn new systems.
Qualifications
We seek candidates with at least 5 years of experience in the P&C field. Prior experience in Mergers & Acquisitions or Private Equity is a plus.
Pay
Your base pay is determined by your skills, education, qualifications, professional experience, and location. Variable compensation, commission, and bonuses are also possible based on individual and company performance.
Company Information
OneDigital is an equal opportunity employer committed to diversity and inclusion. We utilize AI technologies to enhance our recruitment process while maintaining human oversight. For more information, visit our careers page or contact us directly.