Consultant | +One

The One Regional Consultant is the primary point of contact connecting Oakbridge associates and clients to the One suite of services. This role works hand-in-hand with internal teams – including Producers, Account Managers, Field Consultants, and Claims Advocacy – to deploy analytics, loss prevention, and claims resources to Oakbridge clients.

The consultant meets directly with clients and prospects to evaluate their risk management and claims needs, builds a service plan around those needs, and directs delivery of that plan from start to finish. The role also supports Producers during the sales process, making it a critical link between client needs and what Oakbridge delivers. The role may be onsite or hybrid and includes travel up to 30% of the time.

Work Performed:

Client-Facing

• Lead onboarding meetings for new clients to develop a complete understanding of their needs, concerns, exposures and loss drivers
• Develop, implement and oversee a tailored annual service plan for clients
• Track and communicate results to clients and the service team on a regular basis
• Develop an annual stewardship report showing the impact of One activities, delivered to the client in coordination with the Producer team
• Serve as the primary One contact for clients across assigned regions and offices
• Support Producers during prospecting and sales conversations as requested, including client-facing case studies

Internal / Associate-Facing

• Manage deployment of Oakbridge One resources
• Communicate the service plan internally, build out deliverables and a timeline, and monitor progress to completion
• Track service delivery throughout the year and quantify the impact of those services for internal reporting
• Partner with the Producer and service team to prepare and deliver stewardship reports and client reviews
• Create case studies from tracked results to support new prospect opportunities with the broader team
• Perform all other duties as assigned