One80 Intermediaries

Business Analyst

• Collaborate with business units to gather, document, and validate functional and technical requirements.
• Analyze existing processes to create “as-is” and “to-be” models, identifying inefficiencies and recommending improved workflows.
• Facilitate workshops, interviews, and working sessions to capture detailed business needs.
• Conduct data analysis to uncover insights, trends, and root causes that support informed decision-making.
• Develop user stories, functional specifications, BRDs, FRDs, acceptance criteria, process flows, use cases, wireframes, and traceability matrices.
• Support testing efforts by developing test cases, validating test data, coordinating UAT, and ensuring that delivered solutions meet requirements.
• Maintain requirements traceability and alignment with organizational readiness and change-management initiatives.

Account Executive

• Responsible for telephone marketing and sales of insurance products to members/clients
• Meets established sales targets and other quality of business factors
• Assist customers with product information and recommendations for the life and health products offered through the Affinity Group
• Work with business and marketing units to encourage and promote customer retention
• 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
• Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis

Account Executive – L&H

Implementation Specialist

• Lead and project-manage new captive business implementations
• Coordinate the full implementation lifecycle
• Prepare, review, and submit captive licensing applications
• Communicate regulatory requirements
• Maintain organized case tracking systems
• Execute multiple project initiatives simultaneously

Senior Captive Implementation Manager

Accountant

• Track, reconcile, and analyze loss payments to ensure accuracy and proper accounting treatment.
• Reconcile claims bank accounts daily/monthly and resolve discrepancies between bank statements, claims disbursements, and accounting records.
• Reconcile TPA funds held balance.
• Ensure timely and accurate month-end and year-end closings related to claims.
• Identify and resolve discrepancies in claims transactions.
• Develop and implement process improvements to increase efficiency and accuracy.
• Partner with the claims department to support accurate claims processing.
• Handle all requests from other departments, teams or clients, Handle ad-hoc requests from cross-functional departments.
• Monitor TPA transactions and make sure all transactions are booked correctly

Captives Claim Accountant

Marketing

• Support execution of multi-channel marketing campaigns (digital, email, print, social, and events) to drive awareness, engagement, and lead generation.
• Assist the team with managing and optimizing HubSpot, including email, workflow automation, sales sequences, landing pages, reporting, list segmentation, data maintenance, and more.
• Collaborate with internal stakeholders and external partners to develop content, creative assets, and messaging that align with Montage’s brand and business goals.
• Assist with the creation of presentations, collateral, and marketing materials for internal teams, sales partners, and clients.
• Coordinate promotions and communications for marketing and sales events, trade shows, and webinars.
• Support reporting and data analysis to track key metrics, campaign performance, and ROI.
• Help manage fulfillment and coordination of promotional materials and other marketing assets.

Marketing Specialist

Account Manager

• Promote and renew assigned Pearl Insurance coverage(s) to existing clients
• Facilitate the application and underwriting process with the client and the internal underwriter
• Document sales activities in the Customer Relationship Management (CRM) system
• Build and maintain customer relationships

Client Relations Account Representative – Sales

• Serve as the primary contact for day-to-day client service needs
• Support service delivery, placement, and business development efforts
• Collaborate with third-party vendors for seamless account management
• Drive smooth and successful renewals by partnering with Account Executives
• Draft loss exhibits and obtain loss runs directly from carriers
• Coordinate accurate and timely certificates and proofs of insurance
• Maintain precise, up-to-date records in the system of record
• Uphold service excellence through quality control of documentation

Commercial Lines Account Manager

Software Engineer

• Design, develop, optimize and deploy SSIS packages that integrate data from various sources into the company's databases and/or client extracts.
• Create, modify, and optimize SSRS reports to meet business requirements.
• Collaborate with the data team to ensure data quality and integrity.
• Troubleshoot and resolve issues related to SSIS packages and SSRS reports.
• Provide technical support and training to end-users on SSIS and SSRS functionalities.
• Document all development work and ensure that best practices are followed.
• Stay updated with the latest developments and best practices in SSIS/SSRS and implement them as necessary.
• Collaborate with cross-functional teams to gather requirements and provide solutions.

Part-Time SQL Developer – SSIS, SSRS

Underwriter

• Maintain accurate underwriting documentation in account management systems and ensure compliance with documentation standards.
• Support the submission process by entering and managing data within our systems.
• Execute underwriting strategies in alignment with business unit and company objectives.
• Build and maintain strong relationships with brokers and internal stakeholders through consistent, high quality service.
• Contribute to process improvement initiatives and support special projects as assigned.
• Participate in underwriting meetings and ongoing training to develop expertise in underwriting systems and the reinsurance marketplace.

Underwriting Assistant

• Oversee reinsurance operations and lead the placement of reinsurance
• Prepare and present proposals for reinsurance placements
• Negotiate insurance and reinsurance placements
• Maintain current in-depth knowledge of the reinsurance marketplace
• Develop and maintain relationships with current and prospective clients
• Serve as primary contact for any carrier underwriting and claim audits
• Work with all functional areas of the company
• Understand and manage current policy administration procedures
• Lead strategic analysis of the marketplace
• Analyze the quality and quantity of risks underwritten

Senior Underwriting Manager, Reinsurance

Business Development Rep

• Prospect and develop new business opportunities with mid-to-large construction, manufacturing and distribution firms
• Educate clients on the benefits and mechanics of a variety of alternative risk transfer products
• Coordinate risk assessments and collaborate with underwriting and actuarial teams to evaluate captive feasibility
• Build and maintain strong relationships with key decision-makers (CEO’s, CFOs, Risk Managers, Controllers)
• Partner with internal teams to deliver customized proposals, presentations, and financial models
• Stay current on industry trends, regulatory changes, and emerging captive structures
• Represent the company at industry events, conferences, and client meetings

Business Development Consultant – Captive Insurance, Construction, Manufacturing, Distribution

Customer Support

• Talk with customers, agents and clients by phone and/or web to answer insurance related questions
• 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
• Process policies and related document to ensure accurate and efficient flow through the appropriate processing system
• Provide assistance to other departments when workload dictates

Customer Service Representative I – Bilingual Spanish

• Review travel claims submitted by customers
• Assist customers with inquiries regarding claims and policies
• Process claims in a timely manner according to company guidelines
• Work collaboratively with internal teams to ensure customer satisfaction

Travel Claim Examiner, Customer Service Representative

Email Marketing Manager

• Create, test, and deploy custom HTML emails for various internal and external clients.
• Utilize our Marketing Automation platform to maintain drafts, sent emails, automated email programs, and manage A/B email test campaigns.
• Monitor email performance analytics such as deliverability, opens, clicks, click-through rate, etc.; ensure proper tracking is applied and utilize Digital Marketing systems to attribute results to pertaining campaigns.
• Work as a team inside a full marketing department to create multi-channel marketing efforts.
• Research industry standards within the email marketing community and share best practices/techniques with the department.
• Collaborate with copywriters and graphic designers to create optimized email design layouts (mock-ups) focused on conversions.
• Assist various internal teams and departments with proper setup and maintenance of email sender technical requirements such as the From Address, DKIM, and SPF records for all clients.
• Maintain documentation and tutorials for relative projects.
• Collaborate on projects and assist with training and knowledge transfer within the Marketing, IT, and other internal departments.
• Ensure consistent brand standards are utilized across all Pearl and client emails.
• Respond to coworker and/or client requests as needed by phone or email.
• Track project activity and progress including time tracking through marketing project management software.