Commercial Insurance Producer | Property & Casualty
Essential Functions And Primary Duties
- Drive new business revenue by executing a full-cycle sales approach, including: Cold calling and outbound prospecting Discovery and consultative sales conversations Setting and leading client appointments Negotiating terms and closing deals
- Consistently achieve or exceed annual new revenue and production goals
- Build and maintain a robust pipeline of qualified commercial prospects through: Personal networks and referrals Centers of influence (COIs) Internal partnerships and cross-sell opportunities Marketing and lead generation initiatives
Position CBIZ as a trusted advisor
- Deliver consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs
- Develop and cultivate executive-level relationships with key decision-makers across target organizations
Track and Manage Sales Activity
- Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes
- Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers
- Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth
Collaborate with Internal Teams
- Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
- Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
Market Intelligence
- Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.