One80 Intermediaries

Commercial Underwriter

• Assess and price endorsements, renewals, and new business according to guidelines and authority
• Provide customer service by responding promptly and courteously to all requests for information
• Ensure timely and accurate preparation and issuance of policies
• Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers
• Order/review inspection reports to assess risk quality and confirm exposure base accuracy
• Actively manage relationships with assigned brokers and agents

Senior Commercial Underwriter

Customer Support

• 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 if questions arise
• 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

Account Executive

• Responsible for quoting and selling personal lines insurance policies to warm inbound affinity member leads
• Responsible for knowing all carrier underwriting requirements
• Receive daily warm inbound leads via inbound call, online inquiries, and referrals from internal departments
• Assess needs, gathering required information to properly rate and underwrite, preparing and offering quotes to secure the sale, explaining coverages and making recommendations, and creating/binding completed applications
• Responsible for meeting monthly sales goals with a lucrative compensation plan

Personal Lines Inside Sales Representative – New Business Insurance

• Serve as a primary point of contact for the Rental Team, professionally handling inbound calls, emails, addressing inquiries, and resolving issues efficiently to ensure client satisfaction
• Provide prompt and accurate responses via phone and email to insured individuals and agents, clarifying policy details, addressing concerns, and offering guidance on coverage and procedures
• Maintain organized and up-to-date records, including electronic and physical files, ensuring accuracy and compliance with company policies and industry regulations
• Manage endorsement requests efficiently by analyzing and processing policy changes, ensuring accuracy, and maintaining alignment with underwriting guidelines
• Accurately handle bind requests as needed, including the preparation and distribution of binders, ID cards, and certificates

Customer Account Associate

Insurance

• Develop and execute comprehensive business development strategies to achieve revenue and market growth.
• Identify and evaluate new business opportunities, partnerships, and markets.
• Build and maintain strong relationships with clients, industry stakeholders, and partners.
• Lead, mentor, and develop the business development team to enhance performance and achieve targets.
• Collaborate with marketing, sales, and product teams to improve service offerings and customer satisfaction.
• Monitor industry trends and competitor activities to inform strategic planning.

Regional VP, Life Insurance Brokerage – Northeast

General

• Drive profitable portfolio performance by managing a dedicated book of renewal business, conducting comprehensive underwriting reviews approximately 90 days prior to expiration.
• Protect underwriting integrity and portfolio quality by evaluating risks against established appetite and authority thresholds.
• Provide strategic underwriting recommendations by preparing thorough referral packages for accounts exceeding authority limits.
• Maintain audit ready policy documentation through the ongoing organization, management, and quality control of electronic policy files.
• Deliver operational excellence by issuing Package, Commercial Marine, and Umbrella/Bumbershoot policies within 48 hours of receipt.
• Strengthen underwriting compliance by proactively obtaining, tracking, and following up on outstanding broker documentation.
• Enhance broker relationships and service excellence by serving as a trusted point of contact for policy, coverage, and billing inquiries.

Junior Underwriter, Marine Insurance

Regional VP, Life Insurance Brokerage

• Independently process travel claims in accordance with associated policies
• Ability to read, analyze and interpret general business materials, technical procedures, benefit plans and regulations
• Handle incoming calls from and make outgoing calls to claimants and suppliers in a professional, positive, and proactive manner
• Consistently meet established performance standards, including quantity and quality claims processing standards
• Maintain current knowledge of Plans and effectively apply this knowledge to the payment of claims, customer service, and all other job functions
• Ability to function independently within established guidelines.
• Maintain HIPAA compliance

Travel Claim Examiner, Customer Service Representative

Billing Specialist

• Administers billing and collection function, including both automated and manual billing processes
• Prepares and reconciles reporting to remit premium to insurance carriers monthly
• Reviews Interim Bill Invoices auto generated by system and releases according to established guidelines
• Audits Automated Clearing House (ACH) billing and retiree pension deductions monthly for accuracy
• Prepares month-end reconciliation for insurance carriers and provides check request to Finance unit
• Processes unidentified cash and maximum age policy adjustments; processes premium refunds in accordance with established guidelines
• Fulfills insurance carrier reporting requirements, works directly with carriers to resolve payment/reporting discrepancies, and performs system and/or manual adjustments as directed
• Reconciles month-end commission calculations in response to sales representative request to account for lost or dropped commissions
• Reconciles Daily Cash Report to ensure all variances have been applied and calculates policy cash surrender values and/or policy loan values in accordance with carrier specifications
• Identifies and responds to billing/collection inquiries as presented by insureds or insurance carriers; resolves escalated insured complaints as referred by Customer Relations Representatives or management and aids customer service phones as needed

Claims Specialist

• Receive, review, and analyze incoming insurance claims
• Investigate claim details, including policy coverage, liability, and damage assessment
• Communicate effectively with policyholders, agents, adjusters, and other relevant parties
• Negotiate and settle claims within established authority limits
• Maintain accurate and thorough claim records
• Identify and report potential fraudulent claims
• Collaborate with underwriting and legal departments on complex claims
• Prepare and present claim reports and analyses to management

Claims Analyst – Marine Insurance

Travel Claims Examiner, Customer Service Representative

• Provide support to the AVMA Program Executive and the AVMA Relationship Manager for AVMA Trust;
• Grow satisfied client relationships and maintain a profitable book of business;
• Implement and integrate new and expanded products into clients’ portfolios;
• Lead communication between AVMA Trust and service team members (administration, sales, customer service, marketing, database management, IT, etc.);
• Prepare reports and presentations for client meetings, stewardships, and governing committee meetings; follow up with meeting notes;
• Collaborate with Pearl Marketing Group (PMG) and business leaders;
• Monitor service levels to ensure they meet or exceed client expectations.

Client Executive – AVMA

Business Development Rep

• Responsible for generating sales opportunities within an assigned territory with outside insurance agents/brokers.
• Manage the relationship between Pearl Insurance and the agency/broker.
• Drive new business from existing agent/broker partners and solicit new agent/broker partnership opportunities.
• Facilitate the application and underwriting process with agent/broker and internal underwriter.
• Represent Pearl Insurance at conventions and trade shows as needed.
• Stay up to date on product, market, and industry knowledge.

Business Development Manager – Professional Liability

Bookkeeper

• Responds timely to account team requests in resolving client issues and related questions.
• Assists in producing client proposals, analysis and presentations as may be necessary.
• Assist in managing the billing and receivable activity on specific accounts.
• Establishes, maintains, and updates files, databases, records, and/or other documents for accounts.
• Interacts with senior level managers and clients.
• May participate in client meetings and group presentations.
• Review, prepare and execute bonds.
• Manages open items lists.
• Involved in monitoring and updating renewal action plan or strategy to assist in ensuring compliance.
• Solves problems regarding client issues.

• Respond to incoming customer inquiries via phone, chat, and email in a timely and professional manner.
• Assist current and prospective customers with policy interpretation, claims inquiries, and premium/billing-related matters.
• Review and interpret insurance policy terms to determine coverage eligibility.
• Clearly explain policy details and ensure customer understanding by confirming and clarifying information as needed.
• Handle requests related to coverage changes, account cancellations, and customer concerns.
• Identify customer needs and provide appropriate solutions to support retention and satisfaction.
• Investigate and resolve issues by gathering necessary information and utilizing available resources.