The Client Relations Representative is responsible for enhancing worksite marketing and sales of insurance products to client members through active client management. Establishes and maintains client relationships within assigned sales territory. Creates sales opportunities for outside sales personnel and engages in activities to improve market penetration.

ESSENTIAL DUTIES AND RESPONSIBILITIES include any or all of the following. Other duties may be assigned.

• Aggressively pursues new business opportunities, including development and follow-up on new contacts and locations to create additional sales opportunities for outside sales representatives (“OA”) and increase market penetration.

• Works to develop and maintain long-term client relationships with client leadership and representatives within established territory. Focuses efforts on dormant / difficult locations.

• Coordinates marketing activities, which includes filling OA calendars with one-on-one appointments and onsite events (e.g., new member orientations, workshops, lunch ‘n learns, etc.). Prepares and updates sales presentations; communicates updates to sales personnel.

• Works in tandem with Outside Agents to provide robust territory coverage. Attends client meetings, conferences, workshops and events as required. Night and weekend events possible.

• Serves as a liaison between client and internal management to address concerns and troubleshoot administrative issues. Keeps client contacts informed regarding available products and services, pricing, and new insurance products and/or promotions.

• Reviews and analyzes participation reports and other data to monitor progress towards company goals. Contributes to sales planning and implements actions to address shortfalls or opportunities to improve sales.

• Maintains insurance product knowledge and awareness of industry trends through attendance at industry conferences, competitor analysis and review of industry-related publications.

QUALIFICATIONS

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience:

• Associate’s degree in business, marketing or related field and 3+ years of client relations or account management experience, preferably in the insurance industry; or an equivalent combination of education and experience

• Proficient PC skills, including spreadsheet and word processing software

• Strong organization, presentation and communication skills

Certifications and Licenses:

• Current NYS Life, Accident and Health license, or ability to become licensed within 90 days

• Valid driver license

At One80 Intermediaries, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, and 10 days of paid time off and 11 paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected payrate for this position is $16.50 per hour plus discretionary bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

One80 Intermediaries is a privately held firm with offices throughout the US and Canada.  As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business.  Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2024, we were ranked 14th largest broker in the U.S. by Business Insurance. 

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's