Retention Representative - Remote - Illinois
2 days ago
Job summary
The AVMA Retention Representative for Pearl Insurance Solutions (PIS) is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax.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.
Job description
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