Commercial P&C Practice Leader / Producer

About the Role

We are seeking an entrepreneurial Commercial Property & Casualty Insurance Producer / Practice Leader to help build, grow, and lead a commercial insurance practice within an integrated financial advisory platform. This is more than a traditional producer role. The ideal candidate will generate new business, develop referral relationships, lead commercial client engagements, build scalable processes, and contribute to the long-term growth of the insurance practice.

Responsibilities

• Produce new commercial P&C business through networking, referrals, centers of influence, and direct prospecting.
• Partner with internal advisors to identify clients who would benefit from insurance reviews and risk management solutions.
• Conduct commercial insurance coverage reviews, including General Liability, Commercial Property, BOP, Workers' Compensation, Commercial Auto, Umbrella, Cyber, EPLI, Professional Liability, Contractor Risk, Real Estate Risk, and related coverages.
• Manage the full sales lifecycle, including prospecting, discovery meetings, policy reviews, submissions, proposals, binding, onboarding, and renewals.
• Develop and maintain relationships with insurance carriers, wholesalers, and market partners.
• Help establish agency workflows, documentation standards, renewal processes, quoting procedures, and operational best practices.
• Utilize HawkSoft or similar agency management systems to maintain client records, policy information, documentation, and renewal tracking.
• Collaborate with operations staff to develop efficient processes for certificates, endorsements, claims support, renewals, billing, submissions, and client communications.
• Ensure seamless collaboration between insurance and other advisory services while maintaining client confidentiality and compliance.
• Promote a consultative, client-focused approach to risk management and insurance planning.

Requirements

• Active Property & Casualty Insurance License.
• Commercial Lines production experience.
• Strong knowledge of small and middle-market commercial insurance.
• Proven ability to generate new business and manage a commercial book of business.
• Experience working with business owners, CFOs, controllers, attorneys, contractors, real estate owners, and professional service firms.
• Understanding of underwriting, carrier appetite, submissions, renewals, remarketing, and market placement.
• Experience with agency management software; HawkSoft experience is preferred.
• Strong documentation, organization, and client relationship management skills.
• Entrepreneurial mindset with the ability to help build and grow a commercial insurance practice.

Leadership Opportunity

This role offers the opportunity to contribute to the long-term development of the commercial insurance practice. The successful candidate will play a key role in building scalable systems, strengthening client relationships, improving operational processes, and supporting future growth initiatives. Long-term leadership opportunities may be available based on performance and business growth.