Commercial Insurance Producer | Property & Casualty

Job Description

The Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong pipeline and secure new client partnerships. The ideal candidate brings a proven track record in B2B commercial sales, thrives in a competitive environment, and demonstrates the ability to influence decision-makers while delivering tailored risk management and insurance solutions.
Essential Functions And Primary Duties
Drive new business revenue by executing a full-cycle sales approach, including:
Cold calling and outbound prospecting
Discovery and consultative sales conversations
Setting and leading client appointments
Negotiating terms and closing deals
Consistently achieve or exceed annual new revenue and production goals
Build and maintain a robust pipeline of qualified commercial prospects through:
Personal networks and referrals
Centers of influence (COIs)
Internal partnerships and cross-sell opportunities
Marketing and lead generation initiatives
Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs
Develop and cultivate executive-level relationships with key decision-makers across target organizations
Effectively track all sales activity, pipeline progression, and client interactions within Salesforce
Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes
Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers
Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth
Preferred Qualifications
Bachelor’s Degree preferred
Active Property & Casualty (P&C) License required or ability to obtain
Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services
Experience using Salesforce
Experience with Sagitta or similar P&C agency management systems (preferred)

Minimum Qualifications
High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.