Agency Onboarding Specialist - P&C (Remote)

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 Agency Onboarding Specialist is responsible for agency-to-agency account transfers and carrier appointments. The Agency Onboarding Specialist will exercise independent judgment, attention to detail and strong customer service skills to ensure timely, complete, and accurate onboarding of new agencies to OneDigital.

Essential Duties and Responsibilities:

• Manage end-to-end agency onboarding process independently to ensure timeline carrier transfers and appointments of new agencies to OneDigital

• Serve as a primary point of contact and liaison for sellers and broker partners to facilitate transfers by gathering carrier, policy number or insured information

• Oversee and serve as a primary contact for agency-to-agency contract transfers and follow up as needed to confirm transfer, obtain an effective date and expected commissions date

• Correspond with internal stakeholders and external carrier contacts to ensure the agency is properly contracted and appointed with all applicable carriers

• Prepare and submit notification/request communications with carriers to update existing contracts to reflect accurate provisions between the parties.

• Actively anticipate and independently resolve any issues that arise during the transfer or appointment process

• Manage end-to-end existing agency carrier contracting and transfer process independently to ensure proper and timely process of commission payments

• Serve as a primary contact with carriers to obtain and distribute commission schedules and contingency programs in a timely manner to ensure appropriate commission payment tracking

• Maintain and communicate commission schedules to appropriate stakeholders to comply with applicable regulatory requirements

• Maintain and monitor agent and agency appointment records in AgentSync, include regular auditing and reporting, to ensure agent and agency compliance with regulatory requirements

• Execute internal agent to agent AOR changes upon agent departure to ensure continuity of commission payments

• Develop and maintain key carrier relationships of to increase their cooperation and responsiveness and benefit the team’s overall productivity

• Conduct employee orientations and training on process best practices, including developing learning pathways in OneDigital LMS.

• Monitor carrier communications and use independent judgment to triage and respond to inquiries as needed

• Perform other job-related duties and responsibilities as may be assigned from time to time.

Qualifications, Skills and Requirements:

• Detail oriented.

• Exceptional analytical problem-solving abilities.

• Exceptional written and oral communication skills.

• Proficient knowledge of Microsoft Office

• 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 including Excel.

Education, Training and Experience:

• At least 3 years of experience in the insurance industry

• Prefer some experience in broker transfers.

• Prefer some commission related experience.

The typical base pay range for this role nationwide is $45,000 to $50,000 per year.  

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.

Thank you for your interest in joining the OneDigital team!