Account Assistant - Merced, CA
About The Position
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 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.
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
- High School or Associate Degree
- CA Property & Casualty License (P&C would work, but PL is all that’s required)
Nice To Haves
- Knowledge of Adobe Acrobat is a plus
Responsibilities
- 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. This job would providing service to finance companies and carriers, occasionally clients
- 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. Data entry for new business and rewrites as well
- Monitor and complete underwriting requests from carriers
- Follow up on late payments from customers and cancelation notices from finance companies. This job would track and follow up on late payments primarily from finance companies and occasionally clients
- Assist production unit in development of new accounts
- Utilize word processing for proposals, Primarily Evidence of Insurance, certificates and ordering ID cards
- Prepare proposal, complete fact find opportunities, communicate with underwriting
- Manage the daily policy downloads in Epic
- Utilize carrier websites daily to pull policy communications
- All other duties and projects as assigned
Benefits
- eligible employees health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
