Client Relations Account Representative

One80 Intermediaries Inc.; Northern (KY); Hybrid; USD 29,000 - 30,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Job summary

Pearl Insurance is seeking a Client Relations Account Manager to handle renewals and client communications. This role focuses on promoting coverage to existing clients by phone and email, with underwriting coordination and documentation in the CRM system.

You will present quotes, aim to close sales, and build lasting client relationships, including after the first year of coverage. A P&C license and relevant sales or CSR background are preferred.

Qualifications

• Bachelor’s degree in business management, marketing, or a related field.
• Previous sales and/or customer service experience.
• Strong interpersonal skills with a proven ability to interface at all levels within an organization.

Responsibilities

• Conduct high volume of customer contact via phone, email, mail, and fax to promote and renew assigned coverage to Pearl Insurance clients; sell ancillary product(s) to clients.
• Facilitate the application and underwriting process with the client and internal underwriter; send applications and forms, follow up for additional information.
• Present quotes to clients; close the sale and gather market intelligence when renewals aren’t closed.
• Document sales activities in the CRM system.
• Build and maintain relationships after the first year of coverage by handling questions and requests.
• Serve as backup to other Client Relations Account Representatives when unavailable.

Skills

Sales experience

Customer service

Interpersonal skills

CRM

Education

Bachelor's degree in business/marketing

Tools

CRM software

Job description

## Client Relations Account RepresentativeApply: Remote: Remote - USA: Full time: Posted 12 Days Ago: R26\\_0000003221Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Pearl Insurance** is seeking a **Client Relations Account Manager** to join our growing team!The Client Relations Account Representative will be responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax. Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.**How You Will Contribute:*** Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients.* Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process.* Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the renewal.* Document sales activities in the Customer Relationship Management (CRM) system.* Build and maintain customer relationships following their first year of coverage by responding to various questions, needs, and requests.* Serve as a back up to other Client Relations Account Representatives when they are not available.**Licenses & Certifications:*** An active Property and Casualty (P&C) insurance license**Skills & Experience to be Successful:*** Bachelor’s degree in business management, marketing, or a related field.* Previous sales and/or customer service experience, preferably within the insurance industry; or equivalent combination of education and experience.* Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.**Pay Range**$21.00 - $21.63 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 the role.***Teammate Benefits & Total Well-Being**We go beyond standard benefits, focusing on the total well-being of our teammates, including:* *Health Benefits*: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance* *Financial Benefits*: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement* *Mental Health & Wellness*: Free Mental Health & Enhanced Advocacy Services* *Beyond Benefits*: Paid Time Off, Holidays, Preferred Partner Discounts and more.*Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.*