One80 Intermediaries

Marketing

• Assist with the execution of marketing campaigns, initiatives, and promotions.
• Prepare and format basic marketing materials (flyers, email drafts, presentations).
• Coordinate internal requests for marketing support and route tasks appropriately.
• Track project timelines, deliverables, and basic metrics.
• Support event planning logistics, including registrations, materials, and follow‑up.
• Maintain marketing calendars and schedules.
• Assist with website updates and content uploads as directed.
• Support social media posting and scheduling under guidance.
• Perform general clerical tasks including filing, copying, scanning, and document organization.
• Maintain digital and physical marketing files, folders, and archives.
• Enter data into marketing systems, CRMs, or spreadsheets.
• Prepare routine reports, summaries, and status updates.
• Supports inside and outside sales staff through maintenance of necessary print materials and timely order fulfillment of promotional collateral.

Marketing Coordinator

Customer Support

• Answers all incoming telephone calls promptly/professionally and documents calls in accordance with department protocols.
• Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.
• Provides accurate information to insured in accordance with company policy or research information, when necessary (i.e., use computerized system to verify coverage, payment received, etc.)
• Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution.
• Obtains comparative quotes on personal lines insurance (i.e., automobile, homeowners, renters, etc. and presents to insured).
• Audits insurance applications for accuracy and enters new insured on computerized system.
• Audits new business pending files by date, following up with carriers if policy is not received timely.

Customer Care Representative – Personal Lines

Claims Specialist

• Provide inbound customer support by answering incoming calls promptly and courteously
• Verify contract information, accurately enter new claims into system based on client specific terms and conditions and confirm coverage in accordance with policies and procedures
• Review all documentation supporting the claim, proof of ownership, and parts and replacement costs
• Issue coverage denials where appropriate or schedule a servicer as needed to handle the damages to the customer’s property
• Approve or deny estimates from servicers up to $750.00
• Maintain email box in an efficient and timely manner, responding to customers and vendors as appropriate

Claims Adjuster I

Implementation Specialist

• Project manage new captive business implementations and certain renewal functions
• Lead the implementation process for new captive insurance entities
• Understand the regulatory requirements for timely submissions
• Operate as the lead point of contact for client questions

Captive Implementation Manager

Underwriter

• Determine eligibility of incoming commercial insurance submissions
• Use underwriting tools and historical reports to make sound underwriting decisions which help ensure a profitable book of business
• Work with senior underwriters to strive for a book of business with a loss ratio lower than 40%
• Review motor vehicle records and determine eligibility for drivers
• Re-rate or revise rating as needed
• Document underwriting decisions

Underwriting Assistant

Account Manager

• Provide superior service to clients
• Handle new business submissions
• Examine policies and endorsements
• Compare to binders and expiring policies
• Ensure integrity of policies and related documents
• Maintain productive business relations
• Engage in extensive contact with clients, producers, and underwriters
• Produce business proposals and deliver to producers
• Ensure client has continuous and proper coverage
• Advise client of any change recommendations
• Apply knowledge of coverages and forms
• Research and reconcile discrepancies
• Prepare specifications, applications, underwriting data, and related information for marketing

P&C Insurance Account Manager

Billing Specialist

• Process bill payments and policy changes timely and accurately.
• Meet all SLAs for the caseload.
• Maintain service levels for all Premium Accounting clients.
• Support corporate initiatives.

• Respond to emails and phone calls maintaining the One80 service expectations.
• Prepare, review and process new business, renewal binders and policy changes within delegated authority
• Ensure electronic files are maintained in accordance with documentation standards and retention guidelines.
• Maintain working knowledge of procedures and guidelines for performing daily duties, reports and supporting relationships with agents and underwriters
• Build and maintain working relationships with peers and other professionals across organizational lines; ability to work effectively independently and within a collaborative team environment

Assistant Account Manager – Boat & Yacht Insurance

• Respond promptly to customer inquiries and address concerns.
• Manage claim submissions ensuring accuracy and efficiency.
• Receive, review, and process insurance claim documents.
• Serve as subject matter expert on customer policies and coverage.
• Maintain precise records of all claims and communication.
• Document all claim-related activities adhering to company procedures.
• Engage professionally with internal and external stakeholders.

Claims Support Representative – Hybrid After Training

Accounting Manager

• Supervise, coach, train, and provide leadership and guidance to the AVMA PL Accounting team
• Monitor daily workflows of the AVMA PL Accounting team to ensure service levels and timelines are being met
• Oversee cash entry and invoice processing for all AVMA PL product lines and groups

Accounting Supervisor

• Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner.
• Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates.
• Maintain accurate and complete customer service notes and documentation in the CRM system.
• Process client requests, policy changes, and updates received via phone, mail, or email.
• Identify opportunities for process improvement and communicate recurring issues or suggestions to the Team Lead or Supervisor.
• Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA.
• Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction.
• Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems.
• Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment.
• Support departmental initiatives, quality reviews, and process enhancements.
• Uphold a positive and professional demeanor that reflects the organization’s customer-centric culture.

Customer Service Representative

Insurance

• Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM.
• Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies.
• Determine proper renewal tract with carriers to each policyholder.
• Handles communication with insurance carriers throughout the renewal process.
• Creates Pearl branded quote documents and payment instructions for all PIS renewals.
• Reviews and processes money mail orders for renewal business (checks for accuracy and completeness).
• Sorts mail, indexes scanned mail and distributes to appropriate underwriter if necessary.
• Issues policies and processes invoices to ensure payments to carriers are on time and in full.
• Provides mid-term servicing of policies, including cancellations, reinstatements, and endorsements.
• Facilitates communication with carriers regarding policy and coverage questions during and after the renewal process.
• Participates in monthly team meetings and provides feedback on process improvements.

Insurance Technician – Veterinary-Focused

PIS Insurance Technician – AVMA

• Keep existing bill count and policy premium on the books by notifying members that their premium is due.
• Assist members with making payments, setting up recurring payments, or getting to the sales department if they are interested in a new policy or a new level term product.
• Mailing out reminder and lapse letters timely from the system.
• Consistently meet expectation of at least 50 outbound calls per day.
• Review retention reports daily to see where numbers are and where focus needs to be.
• Work through assigned tasks of unpaid accounts.
• Assist on payment line to ensure these calls are taken timely for members that are ready to pay.
• Work all credit card expiring tasks as well as EFT failed accounts.
• Acquire and maintain knowledge of Affinity life and health plans offered.
• Self-motivated to meet goals and keep bill count and premium on the books.

Customer Care Specialist

Account Executive

• Promote and sell assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax.
• Handle servicing clients during their first year of policy coverage with Pearl.
• Prioritize sales leads from various sources, such as the Monthly Sales Funnel and Daily Activity Report.
• Conduct a high volume of customer contact via phone, email, mail, and fax.
• Document sales activities in the Customer Relationship Management (CRM) system.
• Build and maintain customer relationships by responding to various questions, needs, and requests.