What are the responsibilities and job description for the Commercial & Personal Insurance Sales Representative position at Legacy Insurance Partners: Broome Ins., Faw Ins., Childress Ins., Thacker & Brooks Ins?
Full-Time – Monday through Friday- 8:30am – 5:00pm
Competitive salary and complete benefit package
FLSA Status: Exempt
Position Summary
The Commercial & Personal Lines Sales Producer is responsible for developing, selling, and growing a book of commercial & personal insurance business, with a primary focus on new business development and long-term client relationships. This is a consultative, sales-driven role centered on identifying risk exposures, designing tailored insurance solutions, and driving profitable growth for the agency.
The Producer serves as the primary sales and consulting lead for producer-led accounts while partnering closely with Personal and Commercial Lines Account Managers who provide day-to-day servicing, renewals, and administrative support. As the book matures, the Producer is expected to focus on larger, more complex commercial opportunities aligned with agency growth goals.
Essential Duties & Responsibilities – Sales Strategy & Business Development
• Develop and execute an approved annual sales business plan aligned with agency revenue and growth goals.
• Prospect for new personal amd commercial insurance opportunities through networking, referrals, centers of influence, and community involvement.
• Identify, qualify, and pursue prospective personal and commercial clients.
• Build and manage a consistent sales pipeline and document activity in agency systems.
• Meet or exceed established new business and revenue targets.
Client Consulting & Producer Responsibilities
• Serve as the primary sales, consulting, and relationship lead for assigned producer-led accounts.
• Conduct risk assessments and discovery meetings to understand client operations and exposures.
• Design and present commercial insurance strategies and coverage recommendations.
• Lead renewal strategy discussions for producer-led accounts.
• Maintain strong carrier relationships.
Collaboration & Account Management Partnership
• Partner closely with Personal and Commercial Lines Account Managers for onboarding and service continuity.
• Ensure smooth handoff of new business while remaining involved at key milestones.
• Allow Account Managers to handle day-to-day servicing, endorsements, and claims coordination.
• Identify cross-selling and referral opportunities.
Qualifications & Experience
• Active Property & Casualty Insurance License or ability to obtain.
• Prior experience in commercial insurance sales or account management preferred.
• Strong consultative selling and relationship-building skills.
• Ability to analyze complex risk exposures.
• Proficiency with agency management systems and Microsoft Office.
About Us:
At Thacker & Brooks Insurance, a Legacy Partner, we are dedicated to providing top-tier insurance solutions with a commitment to dependability, growth, and client satisfaction. As a small insurance agency with aspirations for expansion, we empower our team to thrive in a collaborative and supportive environment.
Salary : $50,000 - $100,000