Insurance Technician – PIS

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One80 Intermediaries

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

One80 Intermediaries is a highly specialized wholesale brokerage and program manager that provides innovative and comprehensive insurance solutions across the US and Canada. The firm offers market-leading access to major insurance markets in the US, UK, Canada, and Asia, with exclusive programs and in-house binding authority for a variety of insurance lines, including property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business, and warranty coverage. Through its team of experts and numerous offices, One80 serves commercial companies, non-profits, public entities, associations, unions, and private individual risks. The company is known for its expertise, speed, and innovation in creating tailored insurance programs and specialty services for a wide range of industry segments.

📋 Description

• 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.

🎯 Requirements

• High school diploma or general education degree (GED). • 1-3 months related experience and/or training; or equivalent combination of education and experience. • Some insurance knowledge and/or class work preferred (i.e., INS21, INS22, or INS23). • Knowledge of Microsoft Office products required. • Experience in the veterinary industry preferred.