Client Relations Account Representative

One80 Intermediaries; United States; Remote; USD 29,000 - 30,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Pearl Insurance is seeking a Client Relations Account Manager to promote and renew coverage with existing clients over phone and email, handling underwriting coordination and quotes. The role emphasizes strong communication and relationship-building across client teams.

The position focuses on sales-driven client interactions, onboarding and renewals, and collaboration with underwriters, with benefits and competitive pay to reflect experience and market demand.

Qualifications

• 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.

Responsibilities

• Promote and renew assigned Pearl Insurance coverage to existing clients via phone, email, mail, and fax.
• Coordinate and streamline applications and underwriting with clients and internal underwriters.
• Present quotes and close sales, seeking market intelligence when renewals are not closed.
• Document sales activities in the CRM system.
• Build and maintain relationships with clients beyond their first year of coverage.
• Serve as a backup for other Client Relations Account Representatives when unavailable.

Skills

Interpersonal skills

Sales experience

Communication

Education

Bachelor's degree in business management, marketing, or a related field

Tools

CRM

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

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.

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”.