Commercial Insurance Sales Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify, solicit, quote, and sell new medium to large commercial insurance accounts.

• Recognize and cultivate qualified prospects along with suitable insurance markets.

• Create tailored insurance programs and propose coverage solutions based on client requirements.

• Establish and sustain a strong pipeline of potential clients and prospects.

• Foster and maintain relationships with business owners, executives, and other key decision-makers.

• Represent the organization at industry events and networking functions.

• Achieve or surpass set sales targets and performance goals.

• Assess client loss exposures and detect potential coverage gaps or hard-to-insure risks.

• Offer strategic risk management and loss control recommendations.

• Maintain connections with clients, prospects, carrier partners, and internal stakeholders.

• Generate sales reports and provide regular updates to leadership on pipeline activities and outcomes.

• Inform clients about agency billing procedures, payment expectations, and cancellation policies.

• Stay updated on market conditions, carrier appetites, competitive products, and industry trends.

• Identify and eliminate barriers that may hinder sales opportunities.

• Collaborate on marketing initiatives, including social media and brand promotion efforts.

• Execute additional duties and special projects as assigned.

⛳️ Requirements

• 2 to 5 years of experience in commercial insurance sales.

• Bachelor's degree is preferred, ideally in Business, Finance, or a related field.

• An active Property & Casualty Insurance License is required.

• A Life & Health Insurance License is preferred.

• Professional designations such as CPCU, ARM, CIC, or similar credentials are strongly preferred.

• Experience engaging directly with executive-level and C-suite clients.

• Strong skills in consultative selling, business development, and relationship management.

• Proficiency in Microsoft Office applications, CRM platforms, HubSpot, Adobe, and other relevant business tools.

• Excellent communication, presentation, and organizational skills.

• Ability to work independently in a dynamic, growth-focused environment.

• Capability to sit, talk, hear, and use hands and fingers to operate standard office equipment.

• Occasional ability to stand and walk.

🏝️ Benefits

• Competitive compensation.

• Meaningful career development opportunities.

• Collaborative, accountable, and innovative culture.