One80 Intermediaries

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.

Email Marketing Developer

Graphics Designer

• Developing creative concepts for ads (print and online) and marketing pieces
• Create innovative and high-quality graphic design for print and other media
• Ensure appropriate corporate branding for Pearl and assigned associations are maintained
• Collaborate creatively with coworkers to concept and develop marketing campaigns
• Seek printer quotes, initiate purchase, and postage requests
• Work closely with third party print vendors for timely and accurate delivery of marketing materials
• Create various in-house projects as schedule and budget require
• Track project activity and progress through Trello; track time spent on each project through Harvest

Graphic Designer

• Respond promptly to customer inquiries, address concerns with professionalism, and provide clear guidance throughout the claims filing process.
• Receive, review, and process insurance claim documents for carriers, ensuring accuracy and compliance with company policies and procedures.
• Serve as the subject matter expert beyond the initial frontline Customer Service role, providing in-depth interpretation of customer policies and coverage.
• Ensure precise and up-to-date records of all claims, communications, and resolutions, maintaining compliance with company policies and industry regulations.
• Accurately document all claim-related activities and interactions, adhering to company procedures to support transparency, efficiency, and seamless claims processing.
• Demonstrate professionalism and clarity in all interactions, effectively engaging with carriers, internal Client Executives and external customers.
• Maintain a collaborative and solution-focused mindset to facilitate seamless coordination and efficient claims processing.

Claims Support Representative

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.
• Maintain email box in an efficient and timely manner, responding to customers and vendors as appropriate.
• Assure quick, accurate and timely processing of customer requests and claims.

Claims Adjuster

Account Executive

• Generate agency leads and proactively seek out new appointments and new business opportunities by utilizing various methods such as cold calling, networking, referrals, and attending industry events
• Conduct thorough assessments and needs analysis to understand potential agents' insurance needs for personal and commercial lines
• Educate agents on insurance carrier product options, policy features, and coverage forms to help them make informed decisions
• Prepare and deliver personalized insurance proposals and presentations tailored to meet the unique needs of prospective agents
• Collaborate with underwriters and insurance carriers
• Build and maintain strong relationships with existing agents to promote client retention and identify cross-selling and upselling opportunities

Insurance Sales Representative

IT Support

• Lead, mentor, and develop a diverse team of software engineers, DevOps professionals, database developers, and system analysts while ensuring high availability, performance, and security of enterprise systems
• Drive Azure cloud strategy, including architecture, deployment, governance, cost optimization, and adoption of cloud-native services such as microservices, containers, AKS, and serverless solutions
• Oversee the full lifecycle of Java-based enterprise applications, including modernization of legacy systems and integration with SQL backends and enterprise data environments
• Establish and maintain robust CI/CD pipelines and DevOps practices to enable reliable, automated, and repeatable releases across all environments
• Partner with business leaders, vendors, and third parties to translate business needs into actionable technology roadmaps while ensuring compliance with governance, security, and regulatory standards
• Foster a culture of innovation, collaboration, continuous improvement, and operational excellence, including participation in on-call support rotations for critical systems as needed.

IT Manager

• Sells insurance products to prospective members by making and receiving telephone calls.
• Makes calls to existing members in an effort to upgrade and/or cross-sell additional products.
• Responsible for meeting individual sales and quality of business targets.
• Reviews and analyzes sales reports and other data to monitor progress towards stated goals.
• Provides input to management to help identify opportunities to improve sales.
• Calculates and presents quotes and writes insurance applications.
• Follows up regarding pending or incomplete transactions as needed.
• Participates in business retention activities as directed by management.
• Contacts current member to encourage reinstatement of insurance coverage and reduce termination rate.
• Keeps members informed about available products and services, pricing, and new insurance products and/or promotions.
• Tracks monthly sales.
• Responds to member inquiries and resolves problems professionally, accurately and on a timely basis.
• Refers questions to an appropriate resource if unable to resolve the problem.
• Maintains insurance product knowledge and selling techniques.

Insurance Sales Representative – Life and Health

Customer Retention Specialist

• Supervise the operations and staff that handles retention of AVMA PIS policies
• Manage a multi-channel Property and Casualty renewal sales staff towards the achievement of monthly and annual retention goals
• Evaluate operational strategies by conducting needs assessments, capacity planning, and cost/benefit analysis
• Establish and monitor productivity, quality of work, and customer service standards
• Generate various reports including retention policy count and premium ratios

Retention Manager – Veterinary Focused

Account Manager

• Review submissions for insurance and request any additional information needed; determine which markets to refer submissions per current carrier appetites and guidelines.
• Facilitate the underwriting process with sales and carrier/wholesaler including: Soliciting information from the sales team requested by the carrier/wholesaler to provide terms.
• Communicate with the carrier regarding coverage questions.
• Revise terms (i.e., lower premium/additional coverage options or limits) as requested.
• Review bind requests to ensure all subjectivities have been met prior to sending information to the carrier/wholesaler to bind coverage on requested effective date.
• Edit quotes sent by the carriers prior to sharing with the sales team to instruct sales team on what subjectivities are needed and the process to bind coverage with proper documentation, per state compliance regulations.
• Issue policies on direct bill accounts and refer binders/policies to the sales team upon receipt.
• Provide post-issue service to existing policies by requesting premium bearing endorsements and reviewing contracts for policy compliance.
• Follow up with the sales team on outstanding information needed for requests and quotes; follow up with carriers/wholesalers on pending submissions.
• Process money, ensuring that the correct amount is corrected from the customer and paid out to the carrier
• Provide insight to the sales and retention teams of viable options for market placement and system usage.
• Continuous knowledge development of products and the marketplace via attending carrier meetings and reading industry publications
• Provide training and assistance with systems and coverages to the sales team

Account Coordinator – Veterinary Focused

• Responsible for knowing insurance plan details such as eligibility to complete applications, enrollments or claims accurately.
• Responsible for meeting contractual department goals by completing daily work given within guidelines set by the insurance carrier or the association and working directly with the sales team or insurance carrier when need be.
• Assist in printing daily batches of issue packets for new business.
• Assist in getting out-going mail to mailroom daily.
• Process daily carrier decision files for new business.
• Assign incoming mail to correct subgroup within the department.

Service Support Representative

• Answers all incoming telephone calls promptly and professionally.
• Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.
• Processes and responds professionally to inquiries received via email, fax, or mail within established service levels.
• Accurately documents customer contact reasons and resolution in accordance with department protocol and completes applicable system and carrier website updates.
• Determines, analyzes, and solves problems related to policies and billing issues.
• Successfully applies problem solving and time management methodology; balances multiple tasks as business needs arise while maintaining production and quality standards.
• Uses de-escalation tactics when needed.
• Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution.
• Takes initiative to contribute to development of long-term solutions to prevent recurring or similar errors or problems, with a “customer first” philosophy.
• Develops and maintains product, procedural and technical systems knowledge.