Insurance Account Representative/Team Lead

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 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.

Responsibilities

• 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.

Skills

Team leadership

Customer service

Attention to detail

Microsoft Office

Education

Property/Casualty Insurance License

Life Insurance license (preferred)

Tools

Microsoft Office

Job description

Insurance Account Representative/Team Lead

Needed for an agency in Monrovia, CA!

HOURS: Hours are full-time; Monday – Friday 8:30 am – 5 pm

DURATION: Direct Hire

WORKPLACE: In office

PAY: $60,000 to $75,000 base salary + bonus!

BENEFITS

• 100% paid Medical Benefits

Job duties

• 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.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Prepare quotes, present proposals, negotiate coverage terms with clients and carriers.
• Process applications, endorsements, and renewals.
• Collaborate effectively with internal team members to support agency goals and client success.
• Work with agent to establish and meet marketing goals, HR duties, support local community events, and growth to an office manager position.

Requirements

• Must have personal and commercial lines experience.
• Active Property Casualty License is required.
• Must have team leader experience!
• Life Insurance license is preferred.
• State Farm experience is preferred!
• Strong attention to detail with the ability to manage multiple tasks simultaneously.
• Excellent computer skills with Microsoft Office and the ability to navigate web based application