Agency Onboarding Specialist - P&C (Remote)

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 agency onboarding specialist is responsible for agency to agency account/contract transfers in their assigned region as well as any needed contracting and appointments. This position requires positive aggressive energy and strong organization skills and follow up acumen.

Essential Duties and Responsibilities (include but are not limited to):

• Coordinate and oversee agency to agency contract transfers and follow up as needed
• Prepare notification/request emails to carriers for updating existing contracts
• Ensure commission schedules/contingency details are received form carriers; share with P&C Carrier council as needed.
• Maintain agent/agency appointment records in AgentSync
• Assist the agency onboarding manager as requested to act as point of contact for sellers when assistance is needed with regard to carrier, policy number or insured information to facilitate transfers.
• Assist the agency onboarding manager as requested to develop carrier relationships of key and/or volume carriers to increase their cooperation and responsiveness and benefit our overall productivity.
• Facilitate internal agent to agent AOR changes when an existing agent leaves the company

Qualifications, Skills and Requirements:

• Detail oriented.
• Exceptional analytical problem solving abilities.
• Solid business acumen.
• Good organizational skills.
• Ability to work and interact with peers and individuals throughout the organization.
• Interact and respond to broker partners and new acquisition when in the transfer process.
• Exceptional written and oral communication skills.
• Proficient knowledge of Microsoft Office including Excel.

Education, Training and Experience:

• At least 2 years of experience in the insurance industry
• Prefer some experience in broker transfers.
• Prefer some commission related experience.

Base Pay Range: $45,000-$55,000

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

Thank you for your interest in joining the OneDigital team!