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:
The Account Assistant (AA) is the backbone and the foundation of the personal lines department. The AA works closely and collaboratively with the clients and internal service team to ensure service deliverables meet and exceed client and agency expectations.
Essential Duties and Responsibilities (include but are not limited to):
- Scan, label, and distribute mail that comes in via fax, email and USPS
- Prepare deposits for accounting team
- Issue ID cards
- Answer telephone and provides basic customer service including information on billing, coverage, and change requests
- Assist production unit in special projects related to sales and/or servicing
- Update Applied EPIC management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes
- Data entry, including endorsements, and basic client information from producer or customer
- Monitor and complete underwriting requests from carriers
- Prepare letters of explanation to insured to accompany policy documentation
- Follow up on late payments from customers and cancelation notices from finance companies
- Follow up and communicate with clients and adjusters regarding claim status and progress
- Assist production unit in development of new accounts
- Utilize word processing for proposals, certificates and ordering ID cards
- Prepare proposal, complete fact find opportunities, communicate with underwriting
- All other duties and projects as assigned
Qualifications, Skills and Requirements:
- Basic knowledge of Property and Casualty insurance coverage
- Proficiency in Microsoft Outlook Word, Excel and PowerPoint
- Ability to navigate vendor or agency management systems as applicable
- Proficiency in Applied EPIC or ability to learn this program
- Knowledge of Adobe Acrobat is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
- Excellent interpersonal skills and a pleasant disposition
- Ability to work well with others in a fast-paced environment
- Team player
Education, Training and Experience:
- High School or Associate Degree
- CO Property & Casualty License
The typical base pay range for this role nationwide is $60,000 to $70,000 per year.
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
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!
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.