Client Relations Account Representative
Core
Promote and renew assigned Pearl Insurance coverage to existing clients via phone, email, mail, and fax; answer inquiries from policyholders or brokers regarding current coverage and upcoming renewals.
Role type
Client Relations Account Representative (Insurance Sales)
Builds
Insurance policy renewals and ancillary product sales for Pearl Insurance clients
Domain
Insurance (Property & Casualty)
Required skills
P&C insurance license, high-volume customer contact, application and underwriting facilitation, sales closing, CRM documentation, market intelligence gathering
Preferred skills
Bachelor's degree in business management or marketing, previous sales or customer service experience in insurance industry
Technologies
CRM systems, phone, email, mail, fax