Job Details

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makesus unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity:

The Commercial Support Specialist (CSS) provides high-level remote support to the Commercial Lines new business and sales team, ensuring a seamless experience for prospective clients, Risk Advisors and OneDigital Client Relations Managers (CRMs) and Client Experience Managers (CEMs). This role accelerates new business workflows by supporting submission preparation, coordinating marketing activity, managing documentation, and delivering timely, accurate service that ensures a seamless transition to the service team.

Operating under OneDigital's "People First" values, the CSS contributes to a collaborative, client-centric environment that enhances our ability to deliver outstanding commercial insurance solutions nationwide.

Key Responsibilities:

New Business & Sales Support

• Assist CRMs and Risk Advisors in all stages of the new business process, including gathering underwriting information, preparing applications, compiling submission materials, and coordinating marketing with carrier partners.
• Support the team in organizing new business meetings, virtual presentations, sales follow-ups, and required documentation.
• Prepare materials for new business stewardship or finalist meetings, including scheduling, assembling digital documents, and coordinating remote meeting logistics.

Client & Internal Service Support

• Serve as a remote liaison to internal teams, clients, and carrier partners, ensuring timely communication and a superior client experience.
• Process service-related transactions (certificates, endorsements, claims, cancellations, bonds, etc.) with accuracy, professionalism, and detailed documentation in Applied Epic.
• Respond to client and CRM inquiries by gathering information, preparing schedules, assisting with audits, and providing summaries of insurance or policy data as needed.
• Maintain clear digital communication flow to keep team members informed and aligned on client and sales activities.

Remote Work Expectations

• Utilize virtual tools to effectively collaborate with CRMs, Risk Advisors, and carrier partners across multiple locations.
• Maintain organized digital records and follow internal workflows that support virtual communication, productivity, and transparency.
• Demonstrate strong time management, prioritizing multiple tasks in a fast-paced, remote environment.

Professional Growth & Collaboration

• Stay informed on industry trends, regulatory updates, and new insurance products to support effective sales and client service.
• Participate in continuous training, professional development, and technology learning to enhance performance.
• Offer insights on process improvements and contribute positively to a remote team culture.

Qualifications & Work Experience:

• Prefer four-year college degree or 2+ years' experience in insurance or similar industry.
• Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.
• Demonstrated and proven ability in account management and client service.

• P & C Commercial insurance coverage knowledge.
• Familiarity with agency management systems - Applied Epic experience preferred.

Work Skills:

• Demonstrates exceptional client service, business acumen, and a value-based sales mindset.
• Ability to manage multiple priorities and deadlines in a digital, remote environment.
• Strong written communication-clear, concise, and professional in email and digital communication.
• Effective verbal communication via phone and video.
• Detail-oriented with strong analytical and computer skills.
• Adaptable to evolving technology, digital workflows, and changing market conditions.
• Self-starter with high levels of initiative, organization, and follow-through.

Remote Work & Physical Requirements:

• This position is primarily remote, with occasional travel for team meetings, training, or client needs.
• Must have a dedicated workspace and reliable broadband internet.
• Must be able to remain in a seated or standing position for most of the workday.
• Frequent use of computer systems, videoconferencing, and other digital office equipment.
• Typical work occurs in a virtual environment using company-provided remote work tools.

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!