Commercial Lines Licensed Agent – New Business Sales

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Generate new commercial business revenue by prospecting, establishing a robust referral network, and utilizing technology-driven tools to manage the sales pipeline.

• Acquire new accounts nationally across various states by leveraging extensive carrier access to quote, secure, and finalize business.

• Serve as a trusted risk advisor by evaluating prospects' exposures and suggesting suitable coverage options, including General Liability, Property, BOP, Workers' Compensation, Commercial Auto, and Umbrella policies.

• Recognize cross-selling and upselling opportunities to enhance accounts and increase premiums.

• Provide a client experience that surpasses expectations, fostering loyalty, retention, and referrals.

• Manage a book of business independently while collaborating with a support team.

• Safeguard business operations, employees, property, and future through expert commercial insurance advice.

⛳️ Requirements

• Active Property and Casualty license in five or more states, particularly needed in (but not limited to) Texas, Florida, New York, California, and Massachusetts.

• Over 5 years of proven success as a licensed agent, focusing on new business sales in commercial lines.

• Established history of meeting and exceeding new business sales targets, preferably on a national scale.

• In-depth knowledge of commercial insurance products, policies, and carrier underwriting guidelines.

• Practical experience with agency management systems such as Applied Epic, AMS360, HawkSoft, or EZLynx.

• Demonstrated ability to manage a sales pipeline using modern CRM tools like Salesforce, HubSpot, Pipedrive, or Zoho.

• A hunter mentality with an unwavering commitment to acquiring new business.

• Outstanding communication and persuasion skills, with the capacity to build rapport with business owners and close deals effectively.

• An entrepreneurial mindset and a strong desire to achieve financial success.

• Detail-oriented and organized in managing the pipeline and accounts.

• Willingness to learn new technologies.

• The use of real-time AI assistance, screen-reading software, or external aids during the application process is strictly prohibited.

🏝️ Benefits

• Discretionary bonus.

• Fully remote work, providing genuine flexibility and autonomy.

• Medical, dental, and vision insurance.

• Company-paid life and disability insurance.

• Generous paid time off and paid holidays.

• Opportunities for professional development and continuing education.

• Internal employee wellness programs.

• Training is provided.