6 дней назад
Client Relations Account Representative
21 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Relations Account Representative (Insurance): Promoting and renewing assigned insurance coverage for existing clients through phone, email, mail, and fax with an accent on client relationships, policy renewals, and underwriting coordination. Focus on presenting quotes, closing renewals, documenting sales activity in CRM, and resolving policyholder and broker inquiries.
Location: Remote - USA
Salary: $21.00–$21.63 per hour
Company
Brown & Brown provides insurance services, with Pearl Insurance serving clients through insurance coverage, renewal, and policy support.
What you will do
- Promote and renew assigned insurance coverage for existing clients through phone, email, mail, and fax.
- Answer policyholder and insurance broker inquiries about current coverage and upcoming renewals.
- Coordinate applications, required forms, and underwriting information with clients and internal underwriters.
- Present quotes or estimates, close sales, and gather market intelligence when renewals are not completed.
- Document sales activities in the CRM system and maintain client relationships after the first year of coverage.
- Provide backup support to other Client Relations Account Representatives.
Requirements
- Active Property and Casualty (P&C) insurance license.
- Bachelor’s degree in business management, marketing, or a related field.
- Previous sales or customer service experience; insurance industry experience is preferred.
- Strong interpersonal skills and the ability to communicate effectively across organizational levels.
Culture & Benefits
- Meritocratic culture that rewards self-starters and customer-focused work.
- Medical, prescription, dental, vision, life, and disability insurance.
- Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
- Mental health and enhanced advocacy services.
- Paid time off, holidays, and preferred partner discounts.
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