Commercial Lines Account Assistant

Assistant Account Manager

OneDigital is seeking a motivated team-player to join our Commercial Lines department. 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 $25 to $28 per hour.

OneDigital is an equal opportunity employer. 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.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

Thank you for your interest in joining the OneDigital team!