New Business Agent -(P&C General Liability )

About This Role

This position is designed to maximize your time helping customers and closing business, not chasing cold leads. CCIS believes great salespeople should spend their time selling, which is why the company invests significantly in marketing and lead generation to provide agents with a steady pipeline of inbound opportunities. The New Business Agent will manage inbound leads, assess customer needs, provide accurate coverage recommendations, and guide clients through the quoting and binding process.

Responsibilities

• Sales & Business Development
  • Respond to and manage inbound sales inquiries, referrals, and walk-in prospects
  • Conduct proactive outreach and follow-up activities to convert leads into new clients
  • Build rapport with business owners and decision-makers to understand their operations, workforce, and insurance needs
  • Educate prospects on GL coverage requirements, benefits, and available policy options
  • Generate accurate and competitive insurance quotes based on underwriting guidelines and client risk profiles
  • Present coverage recommendations and explain policy features, exclusions, and pricing
  • Manage the full sales cycle from initial contact through policy issuance and onboarding
  • Consistently achieve individual sales goals and contribute to overall company growth objectives
• Client Consultation & Account Management
  • Serve as a trusted advisor by providing exceptional service and insurance expertise
  • Assist clients with policy updates, endorsements, renewals, payroll changes, certificates, and other service-related requests
  • Maintain regular communication with clients to strengthen relationships and identify additional coverage opportunities
  • Ensure a seamless customer experience throughout the quoting, binding, and servicing process
• Underwriting & Carrier Coordination
  • Gather and evaluate information necessary to accurately assess risk and underwriting eligibility
  • Collaborate with underwriting teams and insurance carriers to secure optimal coverage solutions for clients
  • Submit applications, obtain approvals, and manage documentation requirements
  • Communicate carrier requirements and ensure all necessary information is collected in a timely manner
• Administrative & Operational Support
  • Process premium payments received by phone, mail, online platforms, or other approved methods
  • Maintain accurate client records and sales activity within company systems
  • Support process improvement initiatives that enhance sales efficiency, customer experience, and operational effectiveness
  • Participate in training programs to expand product knowledge and industry expertise
  • Perform additional duties and special projects as business needs evolve

Qualifications

• 2+ years of sales experience, preferably in insurance, financial services, staffing, payroll, or other consultative B2B environments
• Active California Property & Casualty Insurance License (or willingness to obtain one within 90 days of employment)
• Proven ability to meet or exceed sales goals and performance metrics
• Strong verbal and written communication skills with the ability to effectively engage prospective and existing clients
• Customer-focused mindset with excellent relationship-building and consultative selling skills
• Ability to manage multiple priorities in a fast-paced sales environment
• Proficiency in Microsoft Office Suite and other business applications
• Ability to work onsite in our Sacramento office four days per week (9:00 AM–6:00 PM PST)

Preferred Qualifications

• Bachelor's degree in Business, Marketing, Communications, Finance, or a related field
• Experience with workers' compensation insurance, commercial insurance products, or insurance agency operations

Pay

• Base pay: $52,000 to $62,000 per year with potential total compensation at $76,000 to $98,000+
• Plus overtime as applicable
• Performance-based commission tied to production — strong performers earn significantly above base
• Bonus is uncapped
• ISC Owner Equity Plan after 1 year of vesting

Schedule

• Hybrid role with 1-day WFH, but will start onsite Monday-Friday during a probationary training period
• Remaining days onsite in Sacramento office, 9am-6pm PST

Benefits

• Employee Ownership Program — every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits — supplemental accident, critical illness, hospital insurance
• Employee discounts
• 401(k) Plan with company match contribution
• Addition Wealth Financial Wellness Program
• Various Time Off Programs
• 11 company paid holidays