One80 Intermediaries

Account Manager

• Identify, target, and secure new national veterinary practice accounts through direct prospecting, industry networking, and partnership development
• Lead presentations, proposals, and RFP responses for large, complex accounts
• Maintain a robust sales pipeline and achieve growth objectives in line with program goals
• Collaborate with marketing and leadership to refine the value proposition and go-to market strategy for private equity-backed and multi-location practice groups
• Serve as the senior point of contact for assigned key accounts, fostering long-term relationships built on trust, expertise, and responsiveness
• Partner closely with practice administrators, CFOs, and risk management personnel to address exposures and deliver comprehensive insurance solutions
• Coordinate with Account Managers and Service Teams to ensure seamless onboarding, renewal, and policy servicing
• Stay attuned to M&A activity within the veterinary space, maintaining awareness of practice acquisitions and new locations to ensure continuity of coverage
• Work collaboratively with carrier partners and underwriters to negotiate coverage terms for large accounts
• Contribute to the ongoing development of the Veterinary Practice Group’s national strategy

National Practice Account Manager – Commercial Insurance

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 Insurance

Claims Specialist

• Oversees the management and analysis of reinsurance claims, including complex and high value exposures.
• Ensures accurate reporting, billing, and recovery of reinsurance assets while acting as a subject matter expert on treaty agreements.
• Partners with claims teams to support effective handling, optimize recoveries, and maintain compliance with contractual requirements.
• Evaluate underlying claims to determine reinsurance applicability and coverage alignment with precision.
• Interpret reinsurance treaties to drive accurate reporting and ensure full contractual adherence.
• Collaborate cross functionally with underwriters, brokers, and actuaries to assess claim developments and optimize outcomes.
• Enforce strict compliance with internal protocols while upholding operational integrity and consistency.

Claims Examiner – Reinsurance

Insurance

• Maintains and updates log of all renewal Service Center 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 Service Center 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 Service Center 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 – Service Center

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 Care Representative – Personal Lines

• 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

• 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.