Client Relations Account Representative
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Job Description
Client Relations Account Representative promoting and renewing Pearl Insurance coverage for existing US clients. Handling inquiries, underwriting coordination, quotes, sales, and CRM documentation remotely.
Responsibilities:
- Promote and renew assigned Pearl Insurance coverage(s) to existing clients via phone, email, mail, and fax
- Answer call center inquiries from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals
- Sell ancillary products to clients
- Facilitate the application and underwriting process with clients and internal underwriters
- Send applications to clients, finalize applications and applicable forms, prepare submission information, and follow up for additional information
- Present quotes or estimates, close sales, and gather market intelligence when renewals cannot be closed
- Document sales activities in the Customer Relationship Management (CRM) system
- Build and maintain customer relationships after the first year of coverage
- Serve as backup to other Client Relations Account Representatives
Requirements:
- 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
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