Client Relations Account Representative

Summary

Pearl Insurance is an insurance provider seeking a Client Relations Account Representative to support existing clients. The role promotes and renews insurance coverage, manages client inquiries, facilitates applications and underwriting, closes sales, documents activities in a 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 and more