Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Our Newest Opportunity:
The P&C Systems Support Specialist provides comprehensive, collaborative support to the P&C Operations team, with a primary focus on download, suspense, and Applied Epic migrations. This role facilitates seamless integration into the OneDigital Applied Epic environment, data integrity, system configuration, and operational excellence across the Property & Casualty (P&C) Practice. The P&C Systems Support Specialist acts as a bridge between many teams, ensuring efficient processes, accurate data management, and high service standards.
Essential Duties and Responsibilities:
· Ticket Resolution: Resolve Applied Epic support tickets, providing technical expertise and timely solutions.
· Service Standards: Maintain the highest level of service, professionalism, and accuracy in all support activities.
· Build and maintain collaborative relationships across all levels of the organization.
· Download Suspense Processing: Process suspense items in Applied Epic, ensuring timely and accurate handling of transactions and resolving related issues.
Migration Project Support:
· Assist with integration support, system configuration, and download/interface management for migrations, including advanced scheduling of recurring and non-recurring meetings to meet the project deadlines.
· Coordinate meeting agendas, update presentations and other meeting deliverables.
· Participate and support in meetings, keeping on time and on topic, taking detailed notes and actions;
following up with meeting highlights and agreed actions items.
Migration Data Integrity & Cleanup:
· Assist with data review and cleanup during the migration process to Applied Epic and ancillary systems (CSR24, Indio, Applied Epic Quotes) for newly acquired agencies.
· Support data validation, discrepancy reporting and resolution – before, during, and after the Applied Epic migration.
User Management & Security:
· Manage user lifecycle tasks, including onboarding, termination, account reassignments, and access provisioning for all P&C systems.
· Maintain security groups and user access, updating as needed.
Operational & Technical Assistance:
· Support cross-functional collaboration with Operations, Technology, Finance, Licensing, and Learning & Development teams, as well as local team members and external
stakeholders.
Training & Enablement:
·Support training initiatives for agency staff and new users, reinforcing best practices and system usage.
· Help document and update standard operating procedures for migration, integration, and operational processes.
Process Optimization & Review:
· Participate in regular reviews of migration, integration, and operational processes to identify inefficiencies and propose improvements.
· Assist with data cleanup projects (e.g., Book of Business analysis).
Qualifications, Skills and Requirements:
· Strong attention to detail and commitment to data accuracy.
· Excellent verbal and written communication skills.
· Proven ability to create and maintain detailed processes, procedures, and Project Plans.
· Demonstrated ability to work independently and collaboratively across teams.
· Strong organizational, analytical and problem-solving skills.
· Steady, disciplined work pace.
· Experience with cross-functional teams (Finance, IT, Licensing).
Education, Training and Experience:
· 1-2 years experience in Applied Epic, CSR24, Indio, and Applied Epic Quotes for PL strongly preferred.
· Related Agency Management System knowledge preferred.
· Undergraduate degree preferred; or 1-2 years of relevant P&C experience required.
· Active P&C license in home state preferred.
The typical base pay range for this role nationwide is $60,000 to $65,000 per year.
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
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!