Logo for Pearl Insurance, a subsidiary of One80 Intermediaries

Client Relations Account Representative

Role overview

Qualifications

  • Bachelor's degree in business management, marketing, or related field
  • Previous sales and/or customer service experience, preferably within the insurance industry
  • Active Property and Casualty (PC) insurance license
  • Strong interpersonal skills with ability to interface effectively at all levels within an organization

Responsibilities

  • Conduct high-volume outreach via phone, email, mail, and fax to promote and renew assigned Pearl Insurance coverage and sell ancillary products to existing clients
  • Facilitate the application and underwriting process with clients and internal underwriters, including sending applications, finalizing forms, and gathering information as needed
  • Present quotes or estimates to potential clients, close sales, and seek market intelligence if renewal cannot be closed
  • Document sales activities in the CRM and build/maintain customer relationships, serving as a backup to other Client Relations Account Representatives when unavailable

About the company

Pearl Insurance, a subsidiary of One80 Intermediaries logo

Pearl Insurance, a subsidiary of One80 Intermediaries

Insurance Brokerage & Agencies

Pearl Insurance, a subsidiary of One80 Intermediaries, was founded on the belief that people have a basic human need to live and work with certainty. Over 70 years later, that same belief is still the foundation of everything we do. We are a privately held insurance company with four core focuses: business insurance, personal insurance, associations, and unions. Business Insurance: We work tirelessly to help businesses or firms find the best insurance options for their industry's specific set of risks. Thanks to our relationships with a wide network of nationwide carrier partners, we can help find a policy that fits like a glove. Personal Insurance: We know how overwhelming shopping for personal insurance can be. That's why our expert representatives shop policies for our customers. We'll provide plan features and quotes from several top-rated companies so our customers can select the plan that works best for their needs and budget. Associations: We design, administer, and market insurance programs for membership organizations and associations. Through investments in technology, people, products, and services, we help our clients maintain a competitive edge. Unions: We've been providing high-quality insurance programs to union groups for 80 years. All our union-based products are competitively priced and can be paid for through payroll deduction.

Company details

IndustryInsurance Brokerage & Agencies
Company size201 - 500

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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 one80careers@one80.com.

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 .

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
Β·

Account Development Representative Related jobs

Other jobs at Pearl Insurance, a subsidiary of One80 Intermediaries

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.