Commercial Lines Account Assistant, P&C

4 weeks ago

Merced, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Summary:

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

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

  • 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
  • Assist with issuing Proofs of insurance (Binders, Evidence of insurance, Certificates, Auto ID cards)
  • Assist with claims processing and marketing as needed
  • Promptly responding 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
  • Complete all tasks efficiently, in a timely fashion
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.
Education, Training and Experience:
  • A current Property and Casualty Insurance License is preferred however OneDigital is willing to assist with licensing for the right applicant.
  • A high school diploma, two years of college or two years experience in the insurance industry is preferred


The typical base pay range for this role nationwide is $21 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.

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

Thank you for your interest in joining the OneDigital team

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