CSR Manager - Hybrid (Carefree, AZ)

OneDigital; Carefree (AZ); Vor Ort; USD 48.000 - 74.000; Vollzeit

Zusammenfassung

OneDigital is seeking a Commercial Lines Support professional to provide technical, sales and marketing support for processing all lines of commercial insurance in accordance with team objectives. You will handle new business, renewals, endorsements and communications with clients and insurers, ensuring accuracy, timeliness, and compliance with internal controls.

The role emphasizes data integrity, confidentiality, and proactive service.

Qualifikationen

• A high school diploma or equivalent; additional college courses are a plus.
• Ability to use standard office equipment (copier, fax, printer, scanner).
• Word processing and typing skills are required.
• Strong respect for confidentiality and attention to detail.
• Excellent written and oral communication skills.
• Ability to understand and analyze commercial lines coverages, forms and policies.
• Holds the required insurance license for the position.

Aufgaben

• Process new business, renewals, cancellations and endorsements for commercial lines.
• Prepare proposals, policy summaries and account reviews with producers.
• Communicate with clients and underwriters to obtain information and verify data.
• Maintain accurate files and data entry in the client system.
• Support accounting with reconciliations as needed.
• Assist with building client relationships and cross-selling opportunities.

Kenntnisse

Insurance knowledge

Client service

Communication

Attention to detail

Ausbildung

High school diploma or equivalent

Two years college coursework

Tools

Office equipment

Jobbeschreibung

Our Newest Opportunity

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.

POSITION SUMMARY: To provide technical, sales and marketing support for the Commercial Lines Team in processing all lines of commercial insurance in accordance with the objectives and procedures outlined by the Team/Branch Manager in order to provide the highest level of service to our clients.

Essential Functions

• Process new business, renewals, cancellations and endorsement requests on computer system, with insurance carriers and in client’s files per the request of client or producers.
• Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information in order to service all accounts.
• Review binders, policies and endorsements on all new business and renewals for accuracy and relevance. Input this data on the computer system and maintain paper files for each account.
• Answer client’s questions about their insurance coverages and needs.
• Answer insurance company underwriter’s questions about client accounts.
• Assist producers in preparing proposals, providing policy summaries and account reviews.
• Build up a rapport with our counterpart at the client’s office.
• Assist the accounting department in the reconciliation of Company accounts.
• Provide prompt, accurate, courteous service to our clients.
• Continue to look for opportunities to make new sales when in contact with clients. Interface with the Personal Lines Team/Producer to develop personal lines sales.
• All tasks should be handled in a manner which are in compliance with the “Quality Control Manual for Commercial Lines Insurance” and according to Corporate guidelines and procedures.

Other Responsibilities

• Pursue a program of personal and professional development.
• Perform other specific duties and projects as assigned by Team/Branch Manager.

Education, Experience And Skills Required

• A high school diploma, two years of college or two years experience in the insurance industry.
• Ability to use office equipment such as computer terminals, calculators, copiers, fax machines, typewriters.
• Word processing and typing skills required.
• Strong respect for confidentiality and attention to detail.
• Good written and oral communication skills.
• Ability to understand and analyze commercial lines coverages, forms and policies.
• Holds required and appropriate insurance agent’s license.

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!