Commercial Support Specialist - Hybrid (West Chester, OH)

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:

The primary responsibility of the Commercial Support Specialist (CSS) position is to provide a superior level of service support by serving as a liaison to the OneDigital Client Relations Managers (CRMs) and our clients. OneDigital operates on a “People First” mentality. All CSS responsibilities will align with OneDigital’s vision, mission, and values.

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

• Build and develop knowledge for clients and insurance partners to deliver exceptional work – on time and accurate.  

• Participates in the coordination and marketing of policy renewals for clients.

• Offers support to service milestones as needed by the client (policy information, schedules, audits, summaries of insurance, etc.)

• Prepares information for mid-year stewardship meetings including scheduling the meeting and supporting documentation to assist the Client Relations Manager and Risk Advisor.

• Processes transactions (certificates, policy changes, claims, bonds, and cancellations, etc.) and documents work in detail (with accuracy, efficiently, and a high degree of professionalism) both in client communications and in the agency management system (Applied Epic) as needed.

• Collaborate with internal team to maintain a flow of good communication.

• Strive for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participate in ongoing training and professional development to enhance skills and knowledge; provide feedback to the agency on client needs and potential areas for service improvement.

• Effective and professional communication in both written and verbal methods.

• Be a positive contributor in a team environment.

• Utilize strong time management and organizational skills.

• Energetic self-starter that is flexible, consultative and goal oriented.

Qualifications, Skills and Requirements:

• Demonstrates client service excellence, business acumen, and understand value-based selling.

• Ability to manage multiple tasks simultaneously and work effectively under tight deadlines. 

• Written communication skills – must be concise, organized, and clear.

• Analytical and computing skills – must be accurate and astute.

• Verbal Communication skills – convey ideas persuasively; either speaking spontaneously or in a prepared presentation.

• Readily adjusts to rapid changes in technology, products, and the marketplace.

• The CSS can work primarily in an office environment (in-office or remote) and travel may be required for in-person meetings when needed. This role is either seated or standing position for most of their workday at a desk or table.  This is a sedentary role.

• Needs to occasionally move about inside the office to access resources.

• Constantly operating a computer and other office equipment (copy machine, label machine, etc.)

• Work takes place in a well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation. Also, required to have access to adequate broadband/internet.

Education, Training and Experience:

• Prefer four-year college degree or 2+ years’ experience in insurance or similar industry. 

• Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.

• Demonstrated and proven ability in account management and client service.

• P & C Commercial insurance coverage knowledge.

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

This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.

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.

Thank you for your interest in joining the OneDigital team!