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 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
• Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities

Preferred Qualifications

• Bachelor’s Degree preferred
• Active Property & Casualty (P&C) License required or ability to obtain
• Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services
• Experience using Salesforce
• Experience with Sagitta or similar P&C agency management systems (preferred)

Minimum Qualifications

• High School Diploma or GED equivalent
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior command of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs

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. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.