Business Development, Communication Skills, Consultative Sales, Customer Support/Service, Dental Insurance, Entrepreneurship, Establish Priorities, Exceeded Sales Goal, Incentive Programs, Insurance, Insurance Regulations, Insurance Sales, Negotiation Skills, Persuasion Skills, Retirement Plan, Revenue Growth, Sales, Sales Pipeline, Sales Prospecting, Underwriting, Vision Plan
About Our Client
Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing. Our team takes an education-first approach, helping clients understand their coverage and make confident decisions about their future. We’re not tied to one carrier, one price point, or one set of priorities. We work for the client. That means we can approach multiple companies, compare options, and advocate for the coverage that actually fits. It also means we know who has the strongest claims service, the fairest underwriting, and the most responsive teams when it counts. Our job isn’t to push a product; it’s to give business owners an objective view of the marketplace, guide them through an important financial decision, and help them choose wisely.
Role Overview
We are seeking a Commercial Lines Sales Agent to join our growing sales team. In this role, you’ll be the one reaching out to business owners, CEOs, CFOs, and controllers; decision-makers who don’t want a pitch, they want confidence. You’ll work with established businesses (3+ years in operation, minimum 5 employees) across a wide range of industries, writing accounts that typically range from $20K to $100K in premium. Your key responsibilities may include:
- Selling Commercial Insurance to businesses using consultative sales techniques
- Identifying prospective customers using established lead methodologies for new business
- Counseling and advising prospects and policyholders on matters of insurance coverage that are tailored to the specific situational needs
- Developing and maintaining business relationships
- Making presentations to decision-makers to establish and win their business
- Participating in various incentive programs and contests designated to drive sales and exceed production goals
- Exceeding sales goals for volume of quality new business quoted and written within company guidelines
- Follow all agency and Department of Insurance rules and regulations
- Other duties assigned
Requirements
- Minimum 1 year or equivalent experience in the insurance industry, preferred but not required.
- Commercial insurance sales experience, preferred but not required.
- Active Texas Property and Casualty License, preferred but not required.
- Must be willing to become licensed within 90 days of hire.
- Strong relationship building and communication skills.
- Exceptional negotiation and persuasion abilities.
- Self-motivated and results-oriented, with a proactive and entrepreneurial mindset.
- Ability to prospect, follow up consistently, and manage a sales pipeline.
- Comfortable working in person and networking within the local community.
Benefits
This role starts with:
- $50-60K base salary + commission opportunity
- Group health coverage
- Retirement plan with company match
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance