Agency Bill Specialist - 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 Bill Specialist plays a pivotal role in the organization's financial operations. This position requires the consistent exercise of discretion and independent judgment in applying and interpreting Company policies, and implementing operational improvements related to the Company’s financial well-being. The Agency Bill Specialist is responsible for executing and optimizing accounting processes to ensure the smooth and accurate flow of financial operations. This role is also responsible for collaborating with other departments and stakeholders on financial matters.

Essential Duties and Responsibilities:

• Execute and self-manage a variety of accounting transactions within the AMS system, including entering and posting client payments to the appropriate client policy based on the remittance, scanning checks and tracking ACH payments, and preparing the company and broker premium payable reconciliations using the carrier statement or broker invoice and the premium payables report

• Communicate to the servicing staff on discrepancies between the carrier/broker invoices and invoiced items, and on unmatched payments

• Complete tasks by the deadlines so that carrier and broker payments are sent timely to ensure policies do not lapse due to non-payment

• Review the Agency Bill Accounting workgroup activities in the AMS system (including check requests and carrier/broker statements/invoices) to ensure activities are being addressed and closed timely

• Monitor and maintain correspondence with carriers/brokers regarding discrepancies, past due payments, payment support, and return premiums

• Oversee and monitor the assigned client receivable accounts to ensure timely collection of premium payments and payments to carriers and brokers

• Review the unapplied cash report weekly and collaborate with internal and external stakeholders to ensure payments are being posted timely

• Review the company/broker aged payables report on a timely basis to ensure carriers/brokers are being paid on time

• Act as a frontline process optimizer by providing ongoing feedback on the development and implementation of AMS system modifications to enhance operational efficiency and effectiveness

• Maintain accurate and organized accounting records and documentation

• Complete other month-end close tasks as needed

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 range for this role nationwide is $55,000 to $60,000 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.

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!