Senior Account Manager - Property & Casualty

About the role

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 what's 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: Summary

OneDigital is seeking a Senior Property & Casualty Account Manager to serve as a strategic partner to our clients and a trusted resource to our producers. In this role, you will manage complex commercial accounts, provide P&C insurance guidance, proactively identify coverage gaps, and help drive retention and growth within a collaborative, client-first environment. The ideal candidate brings deep coverage knowledge, takes genuine ownership of their book, follows through, and can be someone clients and producers can count on as we continue to grow.

Primary Duties and Responsibilities

• Build and maintain strong relationships with clients, consistently delivering prompt, accurate, and professional service to retain and strengthen existing accounts.
• Independently manage the full service and renewal cycle for assigned accounts, including processing new and renewal business, endorsement requests, and certificates of insurance; review policies and endorsements for accuracy and relevance.
• Proactively identify coverage gaps and service opportunities, keeping both clients and the producer informed throughout the policy lifecycle.
• Respond accurately and professionally to client questions regarding coverages, exposures, and insurance needs.
• Respond accurately to underwriting questions from insurance carriers regarding client accounts.
• Prepare and coordinate marketing submissions, work directly with underwriters, compare and analyze quotations, and support the negotiation of coverage terms and pricing in partnership with the producer.
• Assist with claims coordination when applicable.
• Stay current on industry developments, emerging coverages, and carrier appetite changes.
• Handle tasks in accordance with the quality control standards and meet service deadlines.
• Support the producer and help identify cross-selling opportunities within the existing client base

Other Responsibilities

• Enroll in annual Continuing Education to stay current on changes within the insurance industry.
• Perform other specific duties and projects as assigned by Team Manager.
• Actively contribute ideas and insights during renewal and new business discussions.

Qualifications, Skills and Requirements

• Proficient with Microsoft Office products including Outlook, Word, Excel, and Teams.
• Strong respect for confidentiality and exceptional attention to detail.
• Strong time management skills with a demonstrated ability to meet deadlines independently.
• Excellent written and oral communication skills.
• Ability to understand, analyze, and articulate insurance coverages, forms, and policies.
• Comfortable working directly with clients, producers, and carrier underwriters.
• Experience with commercial accounts in industries such as real estate (multi-family, office, industrial, retail), manufacturing, contractors, and/or transportation - preferred but not required across all sectors.
• Proficient in working through property allocations and Statements of Value.
• Familiarity with CRM tools to support account service and team workflow.
• Open to AI integration in day-to-day workflow.

Education, Training and Experience

• Associate's or Bachelor's degree preferred.
• Minimum 5 years of commercial P&C account management experience within an agency or brokerage required; 7+ years preferred, including demonstrated experience managing complex middle-market accounts.
• Experience with Applied Epic strongly preferred.
• A current Property and Casualty Insurance License is required.

Pay and benefits

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.

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.

• City and County of San Francsico
• City of Los Angeles
• County of Los Angeles

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.

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!