Commercial Insurance Agent- All Skill Levels Welcome to Apply

Key Responsibilities

• Prospecting & Lead Generation: Identify and develop new commercial insurance prospects through a variety of methods, including cold calling, networking events, referrals, and community engagement.
• Client Consultation: Conduct thorough needs assessments to understand clients' unique loss exposures and risk management requirements.
• Solution Development: Design and present comprehensive insurance proposals and recommendations to prospective and existing clients, explaining policy provisions, coverages, and potential gaps.
• Relationship Management: Build and maintain strong business-to-business relationships with insureds, ensuring high client retention rates through superior service and annual coverage reviews.
• Sales Cycle Management: Manage the entire sales process from initial contact to closing deals and coordinating with our account management team for seamless onboarding.
• Professional Development: Actively participate in sales meetings, pursue ongoing training, and obtain/maintain all required state licenses and continuing education credits.
• CRM Utilization: Systematically use our Customer Relationship Management (CRM) system to track sales processes, client interactions, and project accurate revenue forecasts.

Qualifications & Skills

• Licensing: Must possess or be willing to obtain a valid state-issued Property and Casualty (P&C) Insurance Producer license. (We can guide the right candidate through the licensing process).
• Education: High school diploma or equivalent required; a bachelor's degree is preferred.
• Skills: Excellent communication (written and verbal), presentation, negotiation, and problem-solving skills are essential.
• Attributes: A self-starter with a strong work ethic, drive to achieve sales goals, resilience to overcome setbacks, and a high level of integrity.
• Local Knowledge: A strong understanding of the local business landscape and existing professional networks is a significant advantage.