Client Relations Account Representative (Remote/Sales)

Reposted 7 Days Ago
Be an Early Applicant
2 Locations
Remote
24-24 Hourly
Junior
Insurance • Financial Services
The Role
The Client Relations Account Representative promotes insurance coverage renewals and answers inquiries from policyholders, managing customer relationships and documentation.
Summary Generated by Built In

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.

Successful Candidates Will Have:

  • 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.

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem.  For more information, please visit one80.com. If you have any questions about this posting, please contact [email protected].

In addition to the pay range below, this role is also eligible for commission.

Pay Range:

21.63 - 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 this role.

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's  California Job Applicant Privacy Notice .

Top Skills

Customer Relationship Management (Crm) Software
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The Company
Boston
418 Employees
Year Founded: 2019

What We Do

One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, the company offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services and warranty business. One80 serves commercial companies, non-profits, public entities, individuals and associations and unions, and has access to all major insurance markets in the US, Canada and UK. One80 has offices in more than 55 locations in the US and Canada. For more information visit www.one80intermediaries.com

With expertise in marine, transportation, property, casualty, financial lines, medical stop loss, personal lines, travel/accident and health, life insurance and warranty coverage we provide in-house binding authority and access to market leading carriers on both sides of the Atlantic. One80 serves commercial companies, non-profits, public entities and individuals, and has access to all major insurance markets in the US, UK and Canada.

One80 has offices in 46 locations nationwide including Boston, New York City, Chicago, Cleveland, Cincinnati, Miami, Atlanta, Houston, Dallas, San Antonio, Omaha, Mountain View, Philadelphia, San Diego, Seattle, Toronto, and Montreal

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