BB Insurance
InsuranceDirect Workday career site

Client Relations Account Representative

Pay
$21 – $22 per hour
Location
Remote (US)
Job type
Full-time
Level
Mid-level
Education
Bachelor's degree
Listed
30 days ago

Skills & highlights for this role

  • Property and Casualty insurance license
  • insurance sales
  • policy renewal
  • CRM systems
  • underwriting coordination

Also useful

  • ancillary product sales

Stated benefits & perks

  • Health
  • Dental
  • Vision
  • 401k match
  • Pto

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 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 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.

Read the original posting

From BB Insurance's careers page, first listed on Rolev.ai on October 11, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

What is the salary for the Client Relations Account Representative role at BB Insurance?

The Client Relations Account Representative posting at BB Insurance states compensation of $21 – $22 per hour. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on BB Insurance's official career site.

Where is the Client Relations Account Representative job at BB Insurance located?

Yes, this Client Relations Account Representative opening at BB Insurance is listed as Remote (US). Always check BB Insurance's application page for specific state eligibility or relocation policies.

What qualifications are required for Client Relations Account Representative at BB Insurance?

For the Client Relations Account Representative role, BB Insurance highlights a bachelor's degree; experience with insurance sales, policy renewal, CRM systems, underwriting coordination. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Client Relations Account Representative position at BB Insurance?

This listing links directly to BB Insurance's Workday application page. You can apply directly on BB Insurance's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.