Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Insurance Reviews Microsoft Dynamics CRM Underwriting Insurance Law Contract Management Medical Insurance Claims Data Entry Cross-Functional Collaboration Data Validation Account Management Policy Enforcement Database Management Construction Estimating Mail Processing Help Desk Support Vlookups Process Improvement Insurance Law Underwriting

Other Skills

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Training And Development
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Social Skills
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Detail Oriented
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Communication
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Problem Solving

Pearl Insurance, a subsidiary of One80 Intermediaries

About Pearl Insurance, a subsidiary of One80 Intermediaries

Pearl Insurance, a subsidiary of One80 Intermediaries, was founded on the belief that people have a basic human need to live and work with certainty. Over 70 years later, that same belief is still the foundation of everything we do. We are a privately held insurance company with four core focuses: business insurance, personal insurance, associations, and unions. Business Insurance: We work tirelessly to help businesses or firms find the best insurance options for their industry's specific set of risks. Thanks to our relationships with a wide network of nationwide carrier partners, we can help find a policy that fits like a glove. Personal Insurance: We know how overwhelming shopping for personal insurance can be. That's why our expert representatives shop policies for our customers. We'll provide plan features and quotes from several top-rated companies so our customers can select the plan that works best for their needs and budget. Associations: We design, administer, and market insurance programs for membership organizations and associations. Through investments in technology, people, products, and services, we help our clients maintain a competitive edge. Unions: We've been providing high-quality insurance programs to union groups for 80 years. All our union-based products are competitively priced and can be paid for through payroll deduction.

Founded: 2018

Company size: 201 - 500

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Job description

The COI Processor plays a critical role in ensuring compliance and accuracy in insurance documentation. This position is primarily responsible for reviewing requests for Certificates of Insurance (COIs) to verify alignment with policy terms and contractual obligations. The technician produces accurate documentation and provides essential technical support to Underwriters, Sales Representatives, Customer Service Representatives, and clients. This role demands a strong understanding of insurance language, attention to detail, and the ability to interpret policy coverage in the context of contractual requirements.

Your Impact:

Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations.
Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements.
Collaborate with Underwriters and Sales Representatives to resolve discrepancies or complex certificate requirements.
Input incoming insurance applications and Premium Estimate form into the CRM; ensure completeness of required data.
Perform data entry for issuance of policies and request additional information as needed for underwriting review and approval.
Sort mail and index scanned mail; distribute to appropriate parties as necessary.
Maintain accurate account information and documentation in various systems and databases.
Provide training and guidance to junior staff and new team members.
Assist with process improvements and help implement best practices for efficiency.

Successful Candidates Will Have:

Associate’s degree in a related field preferred; or a minimum of 3 years’ experience navigating multiple CRM systems and/or working within business insurance lines, or an equivalent combination of education and relevant experience.
Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
Proficient in basic Excel functions, including V-lookup, data sorting, and filtering.
Property & Casualty insurance license and/or related insurance coursework desired.

One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business. Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2024, One80 Intermediaries was ranked the 14th largest broker in the U.S. by Business Insurance. In 2025, One80 Intermediaries earned the Great Place To Work® Certification™ for the second consecutive year.

Pay Range:

$15.48 - $18.77 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .