Commercial Lines Licensed Agent – New Business Sales

United StatesRemoteFull-timemid

OtherBusiness

1 views0 saves0 applied

Apply Now

Quick Summary

Requirements Summary

Active Property & Casualty license in 5+ states, with particular demand for licenses including Texas, Florida, New York, California, and Massachusetts.

Technical Tools

OtherBusiness

This is a fully remote sales opportunity for an experienced Commercial Lines professional focused on winning new business and growing commercial insurance accounts nationwide.
You will prospect business owners, build referral networks, manage a sales pipeline, and use technology-enabled tools to drive consistent new business revenue.
The role combines consultative selling with risk advisory, helping businesses identify exposures and select appropriate commercial insurance coverage.
You will have access to multiple carriers and markets, enabling you to quote, place, and close accounts across multiple states.
Success in this role requires a strong producer mindset, excellent relationship-building skills, and the ability to independently manage opportunities from prospecting through close.
You will also identify cross-sell and upsell opportunities while delivering a high-quality client experience designed to generate retention and referrals.
The ideal candidate is a driven, entrepreneurial insurance professional who wants greater autonomy, technology support, and the opportunity to directly influence their sales success.

Drive new commercial business revenue through proactive prospecting, referral development, relationship building, and effective pipeline management.
Prospect business owners and decision-makers to identify new commercial insurance opportunities.
Build and maintain a strong referral network to generate qualified new business opportunities.
Manage sales opportunities using technology-enabled tools and CRM platforms.
Pursue commercial accounts nationally across multiple states using broad carrier access and available insurance markets.
Quote, place, negotiate, and close new commercial insurance business.
Act as a trusted risk advisor by assessing client exposures and recommending appropriate coverage solutions.
Advise prospects on commercial insurance products including General Liability, Property, Business Owner’s Policies, Workers’ Compensation, Commercial Auto, Umbrella, and related coverage.
Identify cross-sell and upsell opportunities to expand account relationships and grow premium.
Maintain organized and accurate sales pipelines, account information, and follow-up activities.
Deliver a high-quality client experience that builds trust, retention, referrals, and long-term relationships.
Continuously refine sales strategies and share successful approaches with colleagues in a collaborative, high-performance environment.

Requirements

~2 min read

Active Property & Casualty license in 5+ states, with particular demand for licenses including Texas, Florida, New York, California, and Massachusetts.
5+ years of demonstrated success as a licensed insurance agent, with a strong focus on Commercial Lines new business sales.
Proven track record of meeting or exceeding new business sales targets, ideally in a nationally focused sales environment.
Deep understanding of commercial insurance products, policies, coverage structures, and carrier underwriting guidelines.
Hands-on proficiency with agency management systems such as Applied Epic, AMS360, HawkSoft, or EZLynx for quoting and account management.
Strong CRM experience with platforms such as Salesforce, HubSpot, Pipedrive, or Zoho.
Proven ability to manage a sales pipeline from prospecting and qualification through quoting, negotiation, and close.
Hunter mentality with a consistent drive to generate opportunities and win new business.
Exceptional communication, persuasion, relationship-building, and closing skills.
Ability to build credibility and rapport with business owners and translate insurance needs into appropriate coverage solutions.
Entrepreneurial mindset with a strong sense of ownership over sales performance and financial results.
Highly organized and detail-oriented approach to managing opportunities, accounts, and follow-up.
Comfortable learning and adopting new technologies, with training provided where needed.
Ability to work independently and effectively in a fully remote environment.