Commercial Insurance sales Rep
Job Description
The Commercial Sales Representative is responsible for developing and growing a portfolio of commercial insurance clients by identifying business opportunities, building relationships with business owners, and providing tailored insurance solutions. This role focuses on prospecting, consulting, and selling commercial insurance products while delivering exceptional customer service and maintaining long-term client relationships.
Prospect and generate new commercial insurance business through networking, referrals, cold calling, community involvement, and lead-generation activities.
Conduct needs-based consultations with business owners to assess risk exposures and recommend appropriate insurance coverage.
Present and sell commercial insurance products, including:
Business Owners Policies (BOP)
General Liability
Commercial Property
Commercial Auto
Workers' Compensation
Professional Liability
Umbrella Coverage
Develop and maintain strong relationships with clients, referral partners, and local business organizations.
Prepare insurance quotes, proposals, and policy reviews.
Follow up on leads and maintain a consistent sales pipeline.
Review client accounts regularly to identify cross-selling and upselling opportunities.
Ensure compliance with company underwriting guidelines and state insurance regulations.
Maintain accurate customer records and sales activity within CRM systems.
Meet or exceed monthly, quarterly, and annual sales goals.
Active Property Casualty (PC) Insurance License or ability to obtain one.
Previous sales, business development, or customer service experience.
Strong communication, presentation, and negotiation skills.
Ability to build rapport with business owners and decision-makers.
Self-motivated with a goal-oriented mindset.
Proficiency with Microsoft Office and CRM software.
Commercial insurance sales experience.
Experience in B2B sales, account management, or financial services.
Existing network within the local business community.
Bachelor's degree in Business, Marketing, Finance, or a related field.
Flexible Schedule###Paid Time Off (PTO)###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Daily huddles###Team building events###Sales leads provided###Appreciation lunches###Collaborative work environment###Community events###Networking events###Paid holidays###business casual attire###casual fridays###Home/work life balance###Daily and weekly training###Sales incentives###Monthly commission and bonus opportunities###
