Client Service Specialist, P&C

Property And Casualty Insurance Client Service Specialist

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:

We are looking for an energetic person to join our P&C Insurance team. The Property Casualty (P&C) Client Service Specialist is responsible for delivering exceptional service to clients by managing their property and casualty insurance needs. This role involves supporting team members, responding to client inquiries, processing policy changes, and ensuring timely, accurate documentation. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, fast-paced environment.

Responsibilities

• Serve as the primary point of contact for assigned clients, addressing routine inquiries and requests. Build and maintain strong, professional relationships with clients, carriers, and internal teams. Educate clients on policy coverage, exclusions, and claims processes.
• Process policy changes, renewals, endorsements, certificates of insurance, and cancellations accurately and promptly. Review and verify policy documents for accuracy and completeness. Coordinate with insurance carriers to resolve discrepancies and ensure timely issuance of documents.
• Maintain organized and up-to-date client files in accordance with company and regulatory standards. Ensure all documentation is compliant with industry regulations and company policies.
• Work closely with team members to deliver seamless client service. Participate in team meetings, training sessions, and process improvement initiatives.

Qualities of an Ideal Candidate

• Approaches daily tasks and client interactions with a positive, can-do attitude. Maintains composure and optimism, even during busy periods or when facing challenges, helping to foster a supportive and uplifting work environment.
• Values collaboration and actively contributes to team success. Willingly assists colleagues, shares knowledge, and celebrates group achievements.
• Demonstrates strong organizational skills and the ability to prioritize tasks effectively. Uses digital tools, checklists, and proactive planning to manage workload and meet deadlines. Seeks ways to streamline processes and maximize productivity without sacrificing quality.
• Embraces change and remains flexible in a dynamic industry. Quickly adjusts to new procedures, technologies, or client needs.
• Takes ownership of responsibilities and follows through on commitments. Admits mistakes promptly and works collaboratively to find solutions.
• Pursues ongoing professional development and welcomes feedback. Strives to enhance personal performance and contribute to the team's growth.

Qualifications

• High School Degree
• 1+ years of experience in property and casualty insurance or client service role preferred.
• Strong knowledge of P&C insurance products, policies, and regulations preferred.
• Proficiency with agency management systems and Microsoft Office Suite.
• Excellent organizational, analytical, and interpersonal skills.
• Insurance license (Property & Casualty) preferred.

OneDigital is an equal opportunity employer. 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.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their protected characteristics. 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.