Client Relations Account Representative
About the role
Pearl Insurance
Client Relations Account Manager
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
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.
Recruiting Vendor Disclosure Statement
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Not included in the source posting: about the role.
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Who can apply
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