Client Relations Account Representative

One80

2d•$22 - $22

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. Your Impact: 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.

Requirements

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.

Responsibilities

Promote and renew assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax.
Answer inquiries from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.
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.
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 by responding to various questions, needs, and requests.
Serve as a back up to other Client Relations Account Representatives when they are not available.