• Job Description

  Req#: R7479

  Most of our clients have built their companies from the ground up. 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.

  Our Newest Opportunity:

  The Client Service Specialist is the backbone and the foundation of the commercial lines department. The CSS 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):

  · Issue Auto ID cards.

  · Answer telephone and provides basic customer service including information on billing, coverage, and change requests.

  · Ability and understanding to complete all certificate requests quickly and correctly.

  · Basic understanding of client contracts and coverage needs.

  · Assist production unit in special projects related to sales and/or servicing.

  · Assist internal service team with requested tasks.

  · Update agency management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance with 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.

  · Assist Account Manager as part of mentoring and development.

  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 always required.

  · Ability to work well with others in a fast-paced environment.

  · Team player.

  Education, Training and Experience:

  · High School or Associate Degree

  · Property & Casualty License or obtain within 6 months

  The typical base pay range for this role nationwide is $28.85 to $31.25 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

  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!

• About the company

  Strategic workplace consultants that provide a host of employee health & benefits, workforce & HR, and retirement & wealth solutions for businesses of all sizes.

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