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Client Relations Account Representative
One80 IntermediariesAccount Representative at Pearl Insurance responsible for client relations and coverage renewals via various communication channels. Facilitates underwriting and sells ancillary products while maintaining CRM records.
About the role
Key responsibilities & impact- Responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax
- 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
- Document sales activities in the Customer Relationship Management (CRM) system
- Build and maintain customer relationships following their first year of coverage
Requirements
What you’ll need- 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
- An active Property and Casualty (P&C) insurance license is required for this position.
Benefits
Comp & perks- In addition to the pay range below, this role is also eligible for commission
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salescustomer serviceunderwritingdocumentationinsurance coverage promotionancillary product sales
Soft Skills
interpersonal skillsrelationship buildingcommunicationcustomer engagement
Certifications
Property and Casualty (P&C) insurance license