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 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: 

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 bank’s 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.