Client Relations & Renewal Specialist

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

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.