Benefits:- Paid time off
- Training & development
- Company parties
- Competitive salary
We are looking for a driven, organized, and relationship-focused Commercial Insurance Sales & Service Representative to join our growing insurance agency.
This position is designed for someone who enjoys building relationships with business owners, managing complex accounts, and identifying opportunities to grow an established commercial insurance book.
Position OverviewThis role will be approximately 80% focused on commercial lines and 20% focused on P&C opportunities and agency growth initiatives.
The Commercial Sales & Service Representative will be responsible for helping manage and grow our commercial book of business, with a significant focus on commercial property accounts, apartment and rental property portfolios, and small business insurance.
This is a hands-on position combining commercial insurance sales, account management, customer service, and proactive relationship development.
Key Responsibilities- Manage and service an assigned book of commercial insurance customers
- Develop a strong understanding of commercial property risks and insurance coverage needs
- Work closely with commercial property owners, investors, landlords, and small business owners
- Review existing commercial accounts to identify coverage gaps and additional insurance opportunities
- Conduct proactive policy and account reviews
- Quote and write new commercial insurance business
- Assist customers with policy changes, coverage questions, renewals, and underwriting requirements
- Gather applications, property information, loss history, and other documentation needed for underwriting
- Manage renewal questionnaires and proactively follow up on required information
- Build strong, long-term relationships with commercial customers
- Identify cross-selling opportunities within existing commercial accounts
- Generate referrals and develop new commercial insurance relationships
- Maintain accurate documentation and follow-up on outstanding customer and underwriting items
- Assist with P&C conversations and agency growth initiatives approximately 20% of the time
- Work closely with agency leadership to achieve commercial production and retention goals
What We're Looking For
The ideal candidate is someone who is proactive, confident, detail-oriented, and comfortable managing multiple priorities.
You may be a great fit if you:
- Enjoy working directly with business owners and property investors
- Are comfortable having sales and coverage conversations
- Have strong follow-up and organizational skills
- Take ownership of customer accounts and outstanding tasks
- Can balance customer service with identifying sales opportunities
- Are willing to learn complex commercial insurance coverages
- Enjoy building professional relationships and networking
- Are motivated by measurable goals and production expectations
- Communicate professionally by phone, email, and in person
Preferred Qualifications- Property & Casualty insurance license preferred
- Previous insurance experience strongly preferred
- Commercial insurance experience is a plus
- Strong written and verbal communication skills
- Ability to manage a high-volume workload and prioritize time-sensitive items