Summary
Brown & Brown, through Pearl Insurance, is seeking a Client Relations Account Representative to support existing insurance clients. The role promotes and renews assigned coverage, handles policyholder and broker inquiries, facilitates applications and underwriting, closes sales, documents activities in the CRM system, and maintains customer relationships.
Responsibilities
- 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
Skills
- * An active Property and Casualty (P&C) insurance license
- * 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
Qualifications
Must Haves
- * An active Property and Casualty (P&C) insurance license
- * 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
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
- Remote work