Client Relations Account Representative (Remote/Sales)

Montage is a global insurance distribution platform, and they are seeking a Client Relations Account Representative. The role involves promoting and renewing insurance coverage for existing clients, facilitating the underwriting process, and maintaining customer relationships.

Responsibilities:

• 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

Requirements:

• 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