Risk Strategies Company · 2 months ago
Retention Representative (Veterinary-Focused)
One80 Intermediaries is a leading insurance wholesaler and program manager with a focus on property and casualty, life, and health services. The AVMA Retention Representative is responsible for promoting and renewing insurance coverage for existing clients, as well as facilitating the application and underwriting process.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
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
Qualification
Required
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)
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Recent News
Company data provided by crunchbase