One80 Intermediaries Benefits Overview

Telephone-based sales role selling life, health, disability, dental and other insurance products to affinity group members. Prospecting, quoting, completing applications, documenting activity in CRM, meeting sales and quality targets, using marketing campaigns, and resolving client inquiries.

The Policy Review Specialist focuses on retaining policyholders by managing renewals, conducting outreach, analyzing data, and suggesting policy adjustments to improve customer retention and sales opportunities.

Manage new business and renewal processes for captive and commercial P&C accounts, serve as primary client/broker contact, analyze loss runs, coordinate policy documentation and billing, support sales and retention initiatives, maintain compliant records, draft policy forms, and use Salesforce and other tools to expedite service.