Commercial Lines Support Associate - Salt Lake City, UT

OneDigital • Salt Lake City, UT

2d • Remote

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 Commercial Lines Support Associate provides high‑level administrative and technical support to the Small Business Unit management within One Digital. This role is responsible for accurate data entry and maintenance in the Applied Epic agency management system, ensuring timely and efficient processing of new business, renewals, and policy changes. Operating under OneDigital’s “People First” values, the CSA contributes to a collaborative, client‑centric environment that enhances our ability to deliver outstanding commercial insurance solutions nationwide.

Requirements

• High school diploma or equivalent required; college coursework in business, insurance, or a related field preferred
• Previous experience in a commercial insurance agency, data entry or sales support role preferred
• P & C Commercial insurance coverage knowledge is helpful
• Familiarity with agency management systems – Applied Epic experience preferred.
• Demonstrates exceptional client service, business acumen, and a value‑based sales mindset.
• Ability to manage multiple priorities and deadlines in a digital, remote environment.
• Strong written communication—clear, concise, and professional in email and digital communication.
• Effective verbal communication via phone and video.
• Detail-oriented with strong analytical and computer skills.
• Adaptable to evolving technology, digital workflows, and changing market conditions.
• Self‑starter with high levels of initiative, organization, and follow‑through.

Responsibilities

• Assist CRMs 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.
• Serve as a remote liaison to internal teams, clients, and carrier partners, ensuring timely communication and a superior client experience.
• Process service-related transactions (certificates, endorsements, claims, cancellations, bonds, etc.) with accuracy, professionalism, and detailed documentation in Applied Epic.
• Respond to client and CRM inquiries by gathering information, preparing schedules, assisting with audits, and providing summaries of insurance or policy data as needed.
• Maintain clear digital communication flow to keep team members informed and aligned on client and sales activities.
• Maintain organized digital records and follow internal workflows that support virtual communication, productivity, and transparency.
• Demonstrate strong time management, prioritizing multiple tasks in a fast‑paced, remote environment.
• Stay informed on industry trends, regulatory updates, and new insurance products to support effective sales and client service.
• Participate in continuous training, professional development, and technology learning to enhance performance.
• Offer insights on process improvements and contribute positively to a remote team culture.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED