Insurance Account Lead - Client Solutions & Team Leadership

SDI Staffing; Monrovia (CA); Sur place; USD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

100% paid Medical Benefits

Résumé du poste

SDI Staffing in Monrovia, CA is seeking an Insurance Account Representative to service clients across Property, Casualty, Health and Life lines. This in-office role combines sales support with team leadership responsibilities.

You will handle quotes, renewals, and client inquiries, mentor staff, meet marketing goals, and collaborate with carriers to secure coverage. Requires active Property & Casualty license and prior team-lead experience.

Qualifications

• Active Property & Casualty license required.
• Must have team leader experience.
• Personal and commercial lines experience.
• Life Insurance license preferred.
• State Farm experience preferred.

Responsabilités

• Build and maintain relationships with clients to understand insurance needs across Property, Casualty, Health and Life products.
• Provide prompt, accurate customer service including inquiries on coverage, policy changes, renewals and billing.
• Prepare quotes, present proposals, negotiate terms with clients and carriers.
• Process applications, endorsements, and renewals.
• Collaborate with internal team to support agency goals and client success.
• Work with agent to meet marketing goals and growth to an office manager position.

Connaissances

Team leadership

Customer service

Attention to detail

Microsoft Office

Formation

Property/Casualty Insurance License

Life Insurance license (preferred)

Outils

Microsoft Office

Description du poste

SDI Staffing in Monrovia, CA is seeking an Insurance Account Representative to service clients across Property, Casualty, Health and Life lines. This in-office role combines sales support with team leadership responsibilities.

You will handle quotes, renewals, and client inquiries, mentor staff, meet marketing goals, and collaborate with carriers to secure coverage. Requires active Property & Casualty license and prior team-lead experience.