OneDigital · 2 months ago
Commercial Support Specialist - Hybrid (West Chester, OH)
West Chester, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expOneDigital is a people-focused organization that provides health and insurance solutions to employers. The Commercial Support Specialist role involves providing high-level remote support to the new business and sales team, ensuring a seamless experience for clients and internal teams while enhancing the delivery of commercial insurance solutions.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
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
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
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
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
Qualification
Required
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
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
Preferred
Applied Epic experience preferred
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase