Insurance Agent

Required Skills & Experience

• 2+ years of commercial insurance producer experience
• Active insurance license in the state of California required
• Strong sales, prospecting, and business development skills.
• Experience quoting and working within commercial insurance carrier systems.
• Understanding of commercial insurance underwriting and the ability to identify good versus poor risks.
• Strong relationship-building and client management skills.

Job Description

Our client is a growing independent commercial insurance brokerage looking to add multiple Commercial Insurance Producers to their team. This is a strong opportunity for a motivated producer who wants to build a long-term book of business while earning highly competitive commission splits.

The company combines the flexibility and entrepreneurial environment of a smaller brokerage with the carrier relationships and capabilities to compete with much larger insurance organizations. Producers will have access to marketing support, lead generation, and a flexible work environment while maintaining significant ownership over growing their book.

Candidates do not need to bring an existing book of business. The ideal candidate has commercial insurance experience, understands how to develop new business, and is hungry to grow their book over time.

Key Responsibilities

• Generate and develop new commercial insurance business through prospecting, networking, referrals, and company-provided leads.
• Build and maintain a long-term book of commercial P&C clients.
• Focus primarily on commercial accounts including restaurants, contractors, real estate, Main Street businesses, and other small to mid-sized commercial organizations.
• Identify prospective clients, understand their insurance needs, and recommend appropriate coverage solutions.
• Quote business across major carrier systems and evaluate available coverage options.
• Perform field underwriting and evaluate whether prospective accounts represent appropriate risks.
• Complete ACORD applications, supplemental applications, and other required underwriting documentation.
• Manage client relationships throughout the sales and renewal process.
• Work closely with internal resources, carriers, and clients to successfully place new business.
• Maintain accurate client and prospect information within Applied CRM.
• Develop strong carrier and client relationships to support continued book growth and retention.