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Retention Representative (Veterinary-Focused)
Retention Representative (Veterinary-Focused)One80 Intermediaries • Anaheim, CA, US
Retention Representative (Veterinary-Focused)

Retention Representative (Veterinary-Focused)

One80 Intermediaries • Anaheim, CA, US
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  • [job_card.full_time]
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AVMA Retention Representative

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. Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.

This role has an anticipated start date of March 2026.

Your Impact :

  • 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.

Successful Candidates Will Have :

  • 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).
  • 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, One80 Intermediaries was ranked the 14th largest broker in the U.S. by Business Insurance. In 2025, One80 Intermediaries earned the Great Place To Work Certification for the second consecutive year.

    Pay Range : $15.48 - $20.63 Hourly. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and / or budget for this role.

    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.

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    Retention Representative • Anaheim, CA, US

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