Brown & Brown Insurance

Client Relations Account Representative

United States full-time Mid $21 - $22
full-time Mid level Technology & IT Salary listed Curated
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About the role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
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.

Licenses & Certifications:
An active Property and Casualty (P&C) insurance license

Skills & Experience to be Successful:

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.

Pay Range
$21.00 - $21.63 HourlyThe 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.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:

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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Customer Service Human Resources Sales Mid level full-time

Likely questions

  1. Tell us about work you have done that is close to the Client Relations Account Representative role.
  2. How would you approach your first 30 days at Brown & Brown Insurance?
  3. Which of CRM, Customer Service and Human Resources have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Customer Service and Human Resources.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Client Relations Account Representative role because I can bring practical experience in CRM, Customer Service and Human Resources, learn the team quickly, and contribute to the outcomes Brown & Brown Insurance needs from this hire.

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