Commercial Lines Support & Accounting Specialist - Hybrid (West Chester, OH)

Commercial Lines Support & Accounting Specialist

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.

The Commercial Lines Support & Accounting Specialist is a dual?function role combining high?level commercial lines new business and sales support with day?to?day accounting and billing responsibilities. This position ensures a seamless experience for prospective and contracted clients through the full onboarding lifecycle, while also managing premium posting, receivables, and agency billing processes. The role provides critical cross?departmental support and is vital to upholding OneDigital's corporate mission, values, and culture of caring.

Key Responsibilities

• Assist the Marketing Coordinator and Risk Advisors in all stages of the new business process, including gathering underwriting information, preparing applications, compiling submission materials, and coordinating marketing with carrier partners.
• Support the team by organizing new business meetings, virtual presentations or emailed proposals, sales follow-ups, and required documentation.
• Utilize small business carrier platforms such as quote, bind, issue systems and partner with carrier service centers.
• Transition prospected to contracted clients for onboarding to the small business service team, including EPIC account and contact setup, service team setup, EPIC policy screen creation, certificate of insurance template creation, client portal setup, and new policy digital delivery and hand-off.
• Coordinate internal onboarding meetings with the service team.
• Build and develop relationships with clients and associates by providing a superior level of customer service in adherence to agency service standards.
• Support other departments as needed with billing questions, cancellation processes, and general inquiries.
• Collaborate with internal partners to maintain open communication and be a positive contributor in a team environment.
• Daily posting of paid premiums, including agency bill, direct bill commission statements, and agency EFT deposits.
• Daily deposit of received checks by mail and processing of client payments by posting to carrier websites and entering in EPIC.
• Weekly follow-up of aged receivables, including bi-weekly statement mailing; maintain receivables in a current follow-up state.
• Manage billing and document delivery for agency-billed renewals and endorsements for both Personal Lines and Commercial Lines.
• Perform specialized or itemized billing for commercial and personal clients, including separate entity billing.
• Quality control review of policy billing screens and confirmation of PR/BR commission agreements.
• Maintain open communication with Risk Advisors and management regarding problem accounts.
• Assist the Office Administrator with front desk coverage, office operations, and supply management.
• Maintain and update EPIC daily and keep activity logs current.
• Stay informed on industry trends, regulatory updates, carrier markets and servicing platforms, and new insurance products.
• Participate in continuous training, professional development, and technology learning.
• Pursue additional industry designations and certifications as appropriate.
• Offer insights on process improvements and contribute positively to a hybrid team culture.
• Weekly review of aged receivables and follow-up with clients to maintain current account payment status.
• Agency renewal billing completed in the month policies renew.
• Review and invoice policies with no transactions in the correct accounting month.
• Maintain receivable percentages in line with agency goals.
• Keep EPIC activity logs current at all times.

Qualifications & Work Experience

• High School Diploma or equivalent required.
• Four-year college degree preferred, or 2+ years of relevant experience.
• 13 years of Accounts Receivable or Collections experience preferred.
• General accounting experience preferred.
• Demonstrated ability in account management and client service.
• Property and Casualty insurance license preferred or obtained within 90 days.
• Experience with agency management systems, Applied EPIC strongly preferred.
• Strong client service orientation and business acumen.
• Clear and professional written and verbal communication skills.
• Strong listening, problem-solving, and organizational abilities.
• Ability to manage multiple priorities and work under deadlines.
• Detail-oriented with strong analytical and computer skills.
• Proficiency in Microsoft Office applications.
• Adaptable to evolving technology and processes.
• Self-starter with strong initiative and follow-through.
• Hybrid in-office and remote work environment.
• Dedicated workspace and reliable internet required for remote work.
• Sedentary role with frequent computer use.
• Occasional movement within office to access resources.

The typical base pay range for this role nationwide is $25.00 to $33.65 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.

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!