Client Relations Account Representative (Remote/Sales)

One80 • IN

88d • $24

About The Position

The Client Relations Account Representative is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax. Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.

Requirements

• Bachelor’s degree in business management, marketing, or a related field.
• Previous sales and/or customer service experience, preferably within the insurance industry.
• 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.

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.
• Send application to client and finalize application and any applicable forms.
• Prepare information for submission and follow up with the client when additional information is needed to complete the underwriting process.
• Present the quote or estimate to the potential client and 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.
• Serve as a back up to other Client Relations Account Representatives when they are not available.

Benefits

• Comprehensive suite of benefits including medical, dental, vision, disability, life, and retirement savings.
• 10 to 20 vacation days depending on experience.
• 11 paid holidays and 5 half days, depending on the calendar year.
• Commission plan in addition to base pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees