Client Relations Account Representative

001 Brown & Brown, Inc; United States; Remote; USD 44,000 - 45,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Job summary

Pearl Insurance is seeking a Client Relations Account Manager to promote and renew existing coverage to clients by phone, email, mail, and fax, coordinating with brokers and underwriters.

You will handle high-volume outreach, present quotes, close renewals, and document activity in the CRM while building lasting client relationships. A bachelor’s degree in business or marketing and a P&C license, plus prior sales or service experience in insurance, are required.

Qualifications

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

Responsibilities

• Promote and renew assigned Pearl Insurance coverage to existing clients via phone, email, mail, and fax.
• Facilitate the application and underwriting process with the client and internal underwriter; prepare information for submission.
• Present quotes or estimates to potential clients; close renewals and gather market intelligence when needed.
• Document sales activities in the CRM and build lasting client relationships beyond the first year.
• Serve as a back-up to other Client Relations Account Representatives when needed.

Skills

Previous sales and/or customer service

Strong interpersonal skills

Interface effectively at all levels

Education

Bachelor’s degree in business management, marketing, or related field

Active Property and Casualty (P&C) insurance license

Job description

Built 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

• 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.

Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (\"Recruiting Vendors\"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”).

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown &Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown &Brown. In the absence of a Valid Agreement, Brown &Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.