Senior Consultant - Hybrid (St. Louis, MO)

Essential Duties and Responsibilities

• Lead account managers in servicing clients within the account team


• Maintain appropriate business contact with clients


• Proactively market and service accounts with multiple lines of coverage


• Utilize the Applied/Epic system and shared drive to maintain client information


• Build relationships with assigned clients and give prompt attention to their requests


• Work directly with producers to discuss clients’ future insurance needs


• Understand clients’ business and risk profiles to prepare insurance specifications


• Communicate 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 not currently purchased by the client to eliminate potential uninsured claims


• Check policies against quotes for accuracy and request changes where needed


• Assist in organizing pre‑renewal and renewal meetings, and coordinate claims reviews as needed


• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the marketplace


• Understand surplus lines and filings


• Assist the accounting department with billing discrepancies, when necessary


• Perform all other duties and projects as assigned

Qualifications, Skills, and Experience

• Basic knowledge of Property and Casualty insurance coverage


• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint


• Ability to navigate vendor or agency management systems


• Proficiency in Applied/Epic or ability to learn the program


• Knowledge of Adobe Acrobat is a plus


• Ability to manage multiple client needs and tasks


• Strong organization skills and attention to accuracy and detail


• Local travel required; occasional national travel may be necessary


• Excellent interpersonal skills and pleasant disposition required at all times


• Mergers & Acquisition / Private Equity experience preferred


• Ability to work well in a fast‑paced, team environment

Education and Licensing

High school diploma or equivalent; associate or college degree preferred. Broker’s license is a plus.

Experience

At least 5 years in the P&C field.

Compensation and Benefits

Base pay is based on skills, education, qualifications, and location. Variable compensation, commission, and/or annual bonus may be available. Benefits include health, wellbeing, retirement, paid time off, overtime pay for non‑exempt employees, learning and development, reimbursement of job‑related expenses, and employee perks and discounts.

Equal Opportunity Employer

OneDigital is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, and any other category protected by federal, state, or local law. We comply with Fair Chance Ordinances and consider qualified applicants with arrest or conviction records.