[Hiring] Client Relations Account Representative @Brown & Brown Insurance

Role Description

Pearl Insurance is seeking a Client Relations Account Manager to join our growing team!

The Client Relations Account Representative will be 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.

How You Will Contribute:

• 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.

Qualifications

• 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.

Requirements

• Pay Range: $21.00 - $21.63 Hourly.
• The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.