Client Relations Account Representative

Brown & Brown Insurance

. Promote and renew assigned Pearl Insurance coverage(s) to existing clients via phone, email, mail, and fax .

Posted 9/19/2026full-timeRemote • United StatesMid-LevelSenior💰 $21 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in promoting and renewing insurance coverage while effectively managing client relationships. Proficient in sales processes, customer service, and documentation within a CRM system.

Highest-signal resume keywords

Property And Casualty Insurance LicenseSales ExperienceCustomer Service ExperienceCustomer Relationship Management (CRM)Interpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Interpersonal Skills

Certifications & Qualifications

Active Property And Casualty Insurance License

Industry Keywords

Insurance CoverageClient RelationsUnderwriting ProcessSales ActivitiesMarket Intelligence

About the role

Key responsibilities & impact

Promote and renew assigned Pearl Insurance coverage(s) to existing clients via phone, email, mail, and fax
Answer call center inquiries from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals
Sell ancillary products to clients
Facilitate the application and underwriting process with clients and internal underwriters
Send applications to clients, finalize applications and applicable forms, prepare submission information, and follow up for additional information
Present quotes or estimates, close sales, and gather market intelligence when renewals cannot be closed
Document sales activities in the Customer Relationship Management (CRM) system
Build and maintain customer relationships after the first year of coverage
Serve as backup to other Client Relations Account Representatives

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts