One80 Intermediaries

Manager

• Serve as the primary advocate for NMG customers
• Collaborate with internal teams to address marketing, training, claims, quoting, and service needs
• Build strong internal and external relationships while supporting reseller/dealer engagement through in-person, virtual, phone, and email interactions
• Provide ongoing training to resellers/dealers to improve program performance
• Identify opportunities to improve NMG program effectiveness
• Partner with Marketing on point-of-sale materials and support key initiatives

Program Development Manager

IT Support

• Work within a production support ticketing system to help resolve issues and support data requests.
• Query and manipulate data using TSQL.
• Apply business and technical logic when troubleshooting issues.
• Learn how to use the enterprise systems and understand the business workflows.
• Identify and report on trends when working support issues.
• Read and understand C# and TSQL code.
• Suggest changes or improvements within the systems area to Enterprise Systems Leadership.
• Effectively communicate technical concepts.
• Ability to understand technical documentation.
• Ability to prioritize work based on direction from leadership.

IT Support Specialist – Veterinary Focused

Account Executive

• Sells insurance products to prospective member/clients by making and receiving telephone calls
• Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations
• Responsible for meeting individual sales and quality of business targets
• Reviews and analyzes sales reports and other data to monitor progress towards stated goals
• Utilizes marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals
• Calculates and presents quotes, writes insurance applications, follows up regarding pending or incomplete transactions as needed
• Document sales activities in the Customer Relationship Management (CRM) system
• Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis

Account Executive – Veterinary Focused

Client Services Representative

• Manage day-to-day operations to support client needs including proper and timely sales registrations
• Billing verification and support
• Marketing requests
• Reporting requests
• Proper and timely claims adjudication
• Regular and ongoing client communications
• Coordinate completion of client needs and requests with all company stakeholders
• Onboard new clients and maintain long-term relationships
• Provide both internal and external program training and support
• Facilitate other requisite onboarding actions

Client Services Manager

Customer Support

• Talk with customers, agents and clients by phone and/or web to answer insurance related questions regarding the customer’s account.
• Follow-up will be needed to ensure accuracy of information, timely response and outstanding customer issues.
• Assist customers with problem resolution to ensure all insurance requirements are met and verifies and enters correct information into the computer using company guidelines.
• Process policies and related document to ensure accurate and efficient flow through the appropriate processing system.
• Provide assistance to other departments when workload dictates.
• Consistently achieve departmental standards of productivity and accuracy.
• Maintain the security and confidentiality of the facility, computer system, programs, customer and client information.

Customer Service Representative I, Bilingual French

Accounting Manager

• Ability to apply funds received from all sources to the appropriate insured accounts
• Identify and resolve any discrepancies by any means necessary before applying the funds
• Timely clear balances in unaccounted accounts and clearing/suspense accounts
• Closely monitor broker/agent receivables and follow up with brokers for collection of overdue receivables
• Request notice of cancellations when deemed necessary
• Identify and resolve any discrepancies in all areas of accounting
• Assist in preparing month end reporting
• Bank Reconciliations
• Financials review including Balance sheet and budget
• Initiate internal transfers and ACH/Wire payments
• Process Supplier Payments for Brokerage and Programs
• Handle monthly Account Current reporting per Supplier contracts
• Maintain dedicated supplier Trust account balances
• System reconciliations

Senior Accounting Analyst

• Serve as the first point of contact for reporting claims
• Independently process travel claims
• Gather essential information and assess coverage eligibility
• Effectively communicate findings to claimants
• Maintain current knowledge of Plans

Travel Claims – Customer Service Representative

Data Entry

• Accurately interpret, identify, and input insurance policy information into company systems
• Follow established company guidelines to ensure accuracy and consistency in data entry
• Identify accounts requiring special handling and route them to the appropriate department for resolution
• Consistently meet departmental benchmarks for productivity, accuracy, and turnaround time

Data Entry Specialist I

• Investigating, resolving, and escalating issues within system applications
• Performing data corrections when applicable or escalating code defects to leadership
• Identifying trends and patterns within support tickets to escalate larger underlying issues
• Developing and utilizing technical skills to support the enterprise systems

IT Support Specialist – System Applications

• Answer questions and resolve problems initiated by insureds and carriers via telephone, mail, and e-mail
• Research or refer issues related to coverage, claims, cost, or billing
• Provide excellent customer service via phone to clients
• Maintain accurate customer service history notes regarding client calls, changes to benefits, policies, etc.
• Assist with processing client requests received via mail, fax, and email
• Update and maintain customer records in the administration system
• Process and analyze new business transactions and policy transactions; correct company records to adjust errors
• Mail specified forms and route completed forms for processing
• Contribute to business retention efforts

Customer Service Representative

Underwriter

• Work directly with customers and provide support to Underwriters on the Inland Marine team
• Maintain electronic policy files and ensure files are properly documented and organized according to department standards
• Issue policies using automated systems in conformance with underwriting proposals and binding instructions within 48 hours of receipt from underwriter
• Request and follow up for missing documentation from agents
• Process endorsements, cancellations, and reinstatements of policies
• Issue New Business and Renewals policies within required timeframes
• Handle new submissions including clearance, submission setup and requests for additional information
• Provide customer service by responding promptly and courteously to requests for status updates and information

Underwriting Assistant, Inland Marine

Sales

• Works in direct assistance of the New Business Sales team with all sales support functions as needed.
• Coordinates AAOIC school visits while maintaining current, organized records, and keeping all stakeholders updated.
• Travels to approximately 25 events per year representing the AAOIC insurance program, giving presentations in a professional and approachable manner.
• Assists producers with clerical/administrative work including post-event emails, application processing, information gathering, special projects, and other tasks when required (calling customers, underwriters, carriers, co-workers, etc.).
• Faces out professionally and friendly to customers via all verbal and/or written correspondence to maintain positive relationships and rapport.
• Represents best interests of the producer to all clients, carrier reps, co-workers acknowledging producer requests and providing updates efficiently and timely to meet deadlines.
• Assists with application preparation, payment collection, keeping CRM and other records up to date and organized.
• Enters and follows up on endorsement requests and other customer service requests.

Sales Associate

• Notify members that their premium is due and assist members with making payments or setting up recurring payments.
• Mail reminder and lapse letters timely from the system and review retention reports daily.
• Consistently meet expectation of at least 50 outbound calls per day and work through assigned unpaid accounts.
• Assist on payment line to ensure calls are taken timely for members ready to pay; work credit card expiring tasks and EFT failed accounts.
• Acquire and maintain knowledge of Affinity life and health plans offered; self-motivated to keep bill count and premium on the books.

Customer Care Specialist

Analyst

• Analyze all incoming systems tickets and recreate issues, troubleshoot, and train end users
• Assist with systems security for assigned systems as directed by ITS management
• Serve as a liaison between the development team and the business regarding ticket communications
• Evaluate incoming tickets to understand issue, scope, impact, and urgency
• Track and assign tickets according to capacity for each area, ensuring standards and processes are followed, and completing documentation as needed from ITS management
• Facilitate status meetings to review progress and status of open tickets, escalating issues to ITS management when appropriate
• Assist developers with issues, concerns, and eliminating blockers to keep tickets moving along
• Follow department incident procedures for major outages