Insurance Account Advisor - P/C, Health & Life

SDI Staffing; Monrovia (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

100% paid Medical Benefits

Job summary

SDI Staffing in Monrovia, CA is seeking an Insurance Account Representative for our office. This full-time position offers a base salary of $60,000 to $75,000 plus bonus and 100% paid medical benefits.

You will build client relationships, tailor coverage across Property/Casualty, Health, and Life products, and coordinate with underwriting and claims teams to deliver excellent service.

Qualifications

• Experience building and maintaining client relationships to assess insurance needs.
• Ability to understand and propose tailored Property/Casualty, Health, and Life products.
• Strong attention to detail and multitasking capabilities.

Responsibilities

• Build and maintain a strong relationship to clients to understand their insurance needs and provide tailored solution across Property Casualty, Health, and Life Insurance products.
• Prepare quotes, present proposals, negotiate coverage terms with clients and carriers.
• Process applications, endorsements, and renewals.
• Deliver exceptional customer service by responding to clients inquiries and coordinating with underwriting and claims teams as needed
• Cross selling, upselling, and include outside sales actives with appropriate.
• Collaborate effectively with internal team members to support agency goals and client success.

Skills

Client relationship management

Sales/upselling

Insurance product knowledge

Cross-selling

Tools

Microsoft Office

CRM systems

Job description

SDI Staffing in Monrovia, CA is seeking an Insurance Account Representative for our office. This full-time position offers a base salary of $60,000 to $75,000 plus bonus and 100% paid medical benefits.

You will build client relationships, tailor coverage across Property/Casualty, Health, and Life products, and coordinate with underwriting and claims teams to deliver excellent service.