Commercial Insurance Sales Representative

• Prospect, solicit, quote, and sell new medium to large commercial insurance accounts
• Identify and develop qualified prospects and appropriate insurance markets
• Design customized insurance programs and recommend coverage solutions based on client needs
• Build and maintain a robust pipeline of prospects and clients
• Develop and maintain relationships with business owners, executives, and other key decision makers
• Represent the organization at industry events and networking opportunities
• Meet or exceed established sales goals and performance objectives
• Survey client loss exposures and identify potential coverage gaps or difficult-to-insure risks
• Provide strategic risk management and loss control recommendations
• Maintain relationships with clients, prospects, carrier partners, and internal stakeholders
• Create sales reports and provide regular updates to leadership regarding pipeline activity and results
• Educate clients on agency billing procedures, payment expectations, and cancellation policies
• Stay informed of market conditions, carrier appetite, competitive products, and industry trends
• Identify and remove obstacles that may impede sales opportunities
• Collaborate with marketing efforts, including social media and brand promotion initiatives
• Perform other duties and special projects as assigned

Requirements

• 2 to 5 years of commercial insurance sales experience
• Bachelor's degree preferred, preferably in Business, Finance, or a related field
• Active Property & Casualty Insurance License required
• Life & Health Insurance License preferred
• Professional designations such as CPCU, ARM, CIC, or similar credentials strongly preferred
• Experience working directly with executive-level and C-suite clients
• Strong consultative selling, business development, and relationship management skills
• Proficiency with Microsoft Office applications, CRM platforms, HubSpot, Adobe, and related business tools
• Excellent communication, presentation, and organizational skills
• Ability to work independently in a fast-paced, growth-oriented environment
• Ability to sit, talk, hear, and use hands and fingers to operate standard office equipment
• Occasional ability to stand and walk

Core Competencies

Demonstrates expertise in commercial insurance sales, including prospecting, relationship management, and strategic risk management. Proficient in developing customized insurance solutions and maintaining strong client relationships while achieving sales goals.

Highest-signal resume keywords

• Commercial Insurance Sales Experience
• Active Property & Casualty Insurance License
• Consultative Selling Skills
• Relationship Management Skills
• Proficiency with CRM Platforms

Hard Skills

• Sales Quoting
• Risk Management
• Loss Control Recommendations
• Pipeline Management
• Client Needs Assessment

Soft Skills

• Excellent Communication Skills
• Presentation Skills
• Organizational Skills
• Ability to Work Independently
• Business Development Skills

Certifications & Qualifications

• Active Property & Casualty Insurance License
• Life & Health Insurance License
• CPCU
• ARM
• CIC

Industry Keywords

• Commercial Insurance
• Sales Goals
• Client Relationship Management
• Market Conditions
• Insurance Programs

Tools & Technologies

• Microsoft Office
• CRM Platforms
• HubSpot
• Adobe