Customer Service Representative – Business Insurance Services

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One80 Intermediaries

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

✈️ Travel

🛡️ Insurance

Healthcare • Travel • Insurance

One80 Intermediaries is a highly specialized wholesale brokerage and program manager that provides innovative and comprehensive insurance solutions across the US and Canada. The firm offers market-leading access to major insurance markets in the US, UK, Canada, and Asia, with exclusive programs and in-house binding authority for a variety of insurance lines, including property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business, and warranty coverage. Through its team of experts and numerous offices, One80 serves commercial companies, non-profits, public entities, associations, unions, and private individual risks. The company is known for its expertise, speed, and innovation in creating tailored insurance programs and specialty services for a wide range of industry segments.

📋 Description

• Promote and renew assigned Pearl Insurance / AVMA coverage(s) to existing clients by phone, email, mail, and fax • Answer policyholder and insurance broker inquiries through the call center regarding current coverage(s) and upcoming renewals • Conduct high-volume customer contact to promote and renew coverage(s) • Sell ancillary products to clients • Facilitate client applications and the underwriting process with the internal underwriter • Send applications, finalize applications and applicable forms, and prepare submission information • Follow up with clients when additional underwriting information is needed • Present quotes or estimates, close sales, and seek market intelligence when renewals are not closed • Document sales activities in the CRM system • Build and maintain customer relationships after the first year of coverage • Back up other Client Relations Account Representatives when unavailable

🎯 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 • Property and Casualty insurance license required, or the ability to obtain • Ability to conduct high-volume customer contact by phone, email, mail, and fax • CRM system proficiency

🏖️ Benefits

• Bonus incentive plan • Equal opportunity workplace • Collaborative environment • Commitment to local communities • Team-oriented culture emphasizing integrity, teamwork, trust, and courage