TAPS | CL Support & Accounting Specialist – West Chester, OH

The Commercial Lines Support & Accounting Specialist is a dual‑function role combining high‑level commercial lines new business and sales support with day‑to‑day accounting and billing responsibilities. This position ensures a seamless experience for prospective and contracted clients through the full onboarding lifecycle, while also managing premium posting, receivables, and agency billing processes. The role provides critical cross‑departmental support and is vital to upholding OneDigital’s corporate mission, values, and culture of caring.

Key Responsibilities:

Commercial Lines New Business & Sales Support

• Assist the Marketing Coordinator 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 by organizing new business meetings, virtual presentations or emailed proposals, sales follow-ups, and required documentation.
• Utilize small business carrier platforms such as quote, bind, issue systems and partner with carrier service centers.

Client & Internal Service Support

• Transition prospected to contracted clients for onboarding to the small business service team, including EPIC account and contact setup, service team setup, EPIC policy screen creation, certificate of insurance template creation, client portal setup, and new policy digital delivery and hand-off.
• Coordinate internal onboarding meetings with the service team.
• Build and develop relationships with clients and associates by providing a superior level of customer service in adherence to agency service standards.
• Support other departments as needed with billing questions, cancellation processes, and general inquiries.
• Collaborate with internal partners to maintain open communication and be a positive contributor in a team environment.

Accounting & Billing

• Daily posting of paid premiums, including agency bill, direct bill commission statements, and agency EFT deposits.
• Daily deposit of received checks by mail and processing of client payments by posting to carrier websites and entering in EPIC.
• Weekly follow-up of aged receivables, including bi-weekly statement mailing; maintain receivables in a current follow-up state.
• Manage billing and document delivery for agency-billed renewals and endorsements for both Personal Lines and Commercial Lines.
• Perform specialized or itemized billing for commercial and personal clients, including separate entity billing.
• Quality control review of policy billing screens and confirmation of PR/BR commission agreements.
• Maintain open communication with Risk Advisors and management regarding problem accounts.

Office Administrative Support

• Assist the Office Administrator with front desk coverage, office operations, and supply management.
• Maintain and update EPIC daily and keep activity logs current.

Professional Growth & Collaboration

• Stay informed on industry trends, regulatory updates, carrier markets and servicing platforms, and new insurance products.
• Participate in continuous training, professional development, and technology learning.
• Pursue additional industry designations and certifications as appropriate.
• Offer insights on process improvements and contribute positively to a hybrid team culture.

Performance Measurements

• Weekly review of aged receivables and follow-up with clients to maintain current account payment status.
• Agency renewal billing completed in the month policies renew.
• Review and invoice policies with no transactions in the correct accounting month.
• Maintain receivable percentages in line with agency goals.
• Keep EPIC activity logs current at all times.

Qualifications & Work Experience

Education

• High School Diploma or equivalent required.
• Four-year college degree preferred, or 2+ years of relevant experience.

Experience

• 1–3 years of Accounts Receivable or Collections experience preferred.
• General accounting experience preferred.
• Demonstrated ability in account management and client service.
• Property and Casualty insurance license preferred or obtained within 90 days.
• Experience with agency management systems, Applied EPIC strongly preferred.

Work Skills

• Strong client service orientation and business acumen.
• Clear and professional written and verbal communication skills.
• Strong listening, problem-solving, and organizational abilities.
• Ability to manage multiple priorities and work under deadlines.
• Detail-oriented with strong analytical and computer skills.
• Proficiency in Microsoft Office applications.
• Adaptable to evolving technology and processes.
• Self-starter with strong initiative and follow-through.

Work Environment & Physical Requirements

• Hybrid in-office and remote work environment.
• Dedicated workspace and reliable internet required for remote work.
• Sedentary role with frequent computer use.
• Occasional movement within office to access resources.