Agency Bill Coordinator (Remote)
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career thats 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 others truest selves.
We understand that pursuing a new job is a big deal. Maybe youre afraid you wont fit in. Well, heres 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:
Summary:
The Agency Bill Coordinator is responsible for assisting with the agency bill accounting processes within the Property & Casualty vertical, from administering and tracking client receivables to remitting carrier premium payments, for all agencies within the Applied Epic system.
Essential Duties and Responsibilities:
Assist with the accounts receivable process for all clients across all agencies
Enter client payments into Applied Epic (lockbox, online payments, ACH/wires, finance company) to the appropriate client policy based on the remittance. This includes communication with agencies when payments amounts do not match up.
Assist with bank deposits when necessary, including using the banks remote scanner
Assist with the accounts payable process for all carriers and brokers across all agencies by preparing payment reconciliation within Applied Epic.
Track client receivable accounts to ensure timely collection of premium payments and payments to carriers and brokers.
Qualifications, Skills and Requirements:
Strong organizational, analytical and interpersonal skills
Strong verbal and written communication skills
Ability to maintain confidentiality
Ability to thrive in a fast-paced environment
Ability to work effectively across multiple internal functional groups
Ability to make accurate, independent decisions based on data provided
Education, Training and Experience:
Experience in property and casualty insurance brokerage operations preferable
Intermediate level of proficiency with Microsoft Excel
The typical base pay for this role nationwide is $28.50 per hour.
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 companys 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
Apply Now
We understand that pursuing a new job is a big deal. Maybe youre afraid you wont fit in. Well, heres 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:
Summary:
The Agency Bill Coordinator is responsible for assisting with the agency bill accounting processes within the Property & Casualty vertical, from administering and tracking client receivables to remitting carrier premium payments, for all agencies within the Applied Epic system.
Essential Duties and Responsibilities:
Assist with the accounts receivable process for all clients across all agencies
Enter client payments into Applied Epic (lockbox, online payments, ACH/wires, finance company) to the appropriate client policy based on the remittance. This includes communication with agencies when payments amounts do not match up.
Assist with bank deposits when necessary, including using the banks remote scanner
Assist with the accounts payable process for all carriers and brokers across all agencies by preparing payment reconciliation within Applied Epic.
Track client receivable accounts to ensure timely collection of premium payments and payments to carriers and brokers.
Qualifications, Skills and Requirements:
Strong organizational, analytical and interpersonal skills
Strong verbal and written communication skills
Ability to maintain confidentiality
Ability to thrive in a fast-paced environment
Ability to work effectively across multiple internal functional groups
Ability to make accurate, independent decisions based on data provided
Education, Training and Experience:
Experience in property and casualty insurance brokerage operations preferable
Intermediate level of proficiency with Microsoft Excel
The typical base pay for this role nationwide is $28.50 per hour.
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 companys 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
Apply Now