Commercial Lines Account Assistant

Summary

OneDigital is seeking a motivated team-player to join our Commercial Lines department as an Assistant Account Manager. This individual will work with Account Managers and Client Executives to service both new and existing accounts.

Essential Duties and Responsibilities

• Complete New and Renewal policy checking for all accounts assigned, communicating any errors or premium increases to the Account Manager
• Process received endorsements, check for accuracy, and send to client with clear explanation of change
• Check and invoice premium audits. Send to client with clear explanation of additional or return premium
• Affix and issue Proofs of insurance (Binders, Evidence of insurance, Certificates, Auto ID cards)
• Affix and respond to the Account Manager, clients, and carriers in a professional, courteous manner
• Update the Epic agency management system to reflect accurate policy information at all times
• All other duties and projects as assigned by Account Manager

Qualifications, Skills and Requirements

• Basic knowledge of Property and Casualty insurance coverage is preferred
• Experience with Microsoft office products including Outlook, Word and Excel
• Ability to navigate vendor or agency management systems as applicable
• Proficiency in Applied / Epic or ability to learn these programs
• Knowledge of Adobe Acrobat is a plus
• Ability to manage client needs and multiple tasks
• Strong respect for confidentiality and attention to detail
• Strong Time Management skills
• Excellent written and oral communication skills

Qualifications

• A current Property and Casualty Insurance License is preferred
• A high school diploma, two years of college or two years experience in the insurance industry is preferred

Pay and Benefits

The typical base pay range for this role nationwide is $25 to $28 per hour. 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.

About OneDigital

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. We are an equal opportunity employer and provide 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”).

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. We are an equal opportunity employer and provide 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”).

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.