Digital Insurance - Meridian, CO
posted about 2 months ago
At OneDigital, we are on a mission to help people do their best work and live their best lives. The Account Assistant (AA) plays a crucial role in the personal lines department, serving as the backbone and foundation of our operations. This position requires close collaboration with clients and the internal service team to ensure that service deliverables not only meet but exceed client and agency expectations. The AA will be responsible for a variety of essential duties that contribute to the smooth functioning of the department. The role involves scanning, labeling, and distributing incoming mail via fax, email, and USPS. The AA will prepare deposits for the accounting team, issue ID cards, and provide basic customer service over the phone, including information on billing, coverage, and change requests. Additionally, the AA will assist the production unit with special projects related to sales and servicing, ensuring that all necessary database changes are updated in the Applied EPIC management system. Data entry tasks, including endorsements and basic client information, will also be part of the responsibilities. The AA will monitor and complete underwriting requests from carriers, prepare letters of explanation to accompany policy documentation, and follow up on late payments and cancellation notices. Communication with clients and adjusters regarding claim status and progress is essential, as is the development of new accounts. The role requires proficiency in word processing for proposals and certificates, as well as the ability to prepare proposals and communicate effectively with underwriting. Overall, the Account Assistant is a vital position that supports the team in delivering exceptional service to our clients.