What are the responsibilities and job description for the Commercial Insurance Agent position at Legacy Insurance?
Company Description Legacy Insurance is a customer-centric agency dedicated to building long-term relationships with clients across Tennessee, Kentucky, and multiple other states. The team focuses on needs-based conversations to match individuals and businesses with insurance products that best protect their legacy. With over 50 years of cumulative industry experience, Legacy Insurance offers access to seasoned professionals who guide clients through complex coverage decisions. Team members benefit from a collaborative environment that emphasizes expertise, integrity, and service.
Role Description The Commercial Insurance Agent is a full-time, on-site role based in Clarksville, TN. This role is responsible for advising commercial clients on insurance coverage options, preparing quotes, and placing policies that align with each client’s risk profile and business needs. The agent will conduct needs-based consultations, review existing policies, and identify coverage gaps across property, casualty, and other lines. Daily tasks include prospecting and following up with leads, managing renewals, handling customer inquiries and policy changes, and maintaining accurate account documentation in agency systems. The role also involves collaborating with underwriters and carrier representatives, participating in sales meetings and trainings, and supporting a high-quality customer experience consistent with Legacy Insurance’s standards.
Qualifications
- Strong foundation in Insurance and Casualty Insurance, with the ability to interpret and explain commercial coverage options.
- Experience in Insurance Brokerage, including working with multiple carriers and identifying suitable products for diverse business clients.
- Proven Sales skills, including prospecting, pipeline management, and closing new business in a commercial environment.
- Excellent Customer Service capabilities, with a focus on responsive communication, relationship building, and client retention.
- Relevant state insurance licenses (or ability to obtain within a defined timeframe), preferably in Property & Casualty.
- Strong verbal and written communication skills, with attention to detail and accuracy in documentation.
- Comfort with using agency management systems, CRM tools, and standard office software.
- Ability to work collaboratively with colleagues, demonstrate sound judgment, and maintain high ethical standards.
- Prior experience as a commercial insurance agent or in a related insurance sales role is preferred.
- High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.