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One80 Intermediaries

Client Relations Account Representative

Posted 9 Days Ago
Be an Early Applicant
Remote
2 Locations
22-22 Hourly
Entry level
Remote
2 Locations
22-22 Hourly
Entry level
The Client Relations Account Representative promotes and renews insurance coverage for existing clients, manages customer inquiries, facilitates underwriting, and documents sales activities in a CRM system.
The summary above was generated by AI

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 .

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