Client Executive, Private Client P&C

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: 

The Client Executive, Private Client P&C is responsible for developing, managing, and retaining a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing tailored Property & Casualty insurance solutions. This role requires a consultative sales approach, deep knowledge of the P&C insurance market, and the ability to build strong relationships with affluent individuals and families across Massachusetts and the broader East Region.

Essential Duties and Responsibilities (include but are not limited to):

Business Development:

• Identify, prospect, and acquire new HNW/UHNW clients through networking, referrals, and targeted marketing initiatives.
• Develop and execute a strategic sales plan to achieve growth targets.
• Build and maintain relationships with centers of influence (e.g., wealth managers, attorneys, real estate professionals).

Client Relationship Management:

• Serve as the primary advisor for clients, providing expert guidance on risk management and insurance solutions.
• Conduct comprehensive risk assessments and coverage reviews for clients’ personal assets (homes, autos, valuables, collections, yachts, etc.).
• Deliver exceptional client service, ensuring timely responses to inquiries, policy changes, and claims support.

Policy Placement & Renewal:

• Collaborate with underwriters and carriers to design and place customized insurance programs.
• Oversee the renewal process, proactively identifying opportunities for coverage enhancements or cost savings.

Market & Product Expertise:

• Stay current on industry trends, carrier products, and regulatory changes affecting the P&C insurance landscape.
• Educate clients and internal teams on emerging risks and innovative insurance solutions.

Compliance & Documentation:

• Ensure all client files, proposals, and communications comply with company policies and regulatory requirements.
• Maintain accurate records in the agency management system.

Qualifications, Skills and Requirements:

• Proven track record of sales success and client retention in a consultative, relationship-driven environment.
• In-depth knowledge of personal lines P&C products (homeowners, auto, umbrella, valuables, etc.).
• Experience working with affluent clientele and understanding their unique risk profiles.
• Strong negotiation, presentation, and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Proficiency with agency management systems (e.g., Epic, Applied) and Microsoft Office Suite.
• Familiarity with major HNW carriers (e.g., Chubb, PURE, AIG Private Client, Cincinnati, Nationwide Private Client).

Preferred Certifications

• Certified Insurance Counselor (CIC)
• Chartered Private Risk and Insurance Advisor (CPRIA)
• Certified Personal Risk Manager (CPRM)
• Chartered Property Casualty Underwriter (CPCU)

Education, Training and Experience:

• Bachelor’s degree or equivalent work experience
• Minimum 3-5 years of experience in personal lines insurance, with a focus on HNW/UHNW clients
• Active Property & Casualty insurance license

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.

To learn more, visit: www.onedigital.com/careers

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: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

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!