Commercial Insurance Agent

Business Development & Sales

• Prospect, identify, and develop new commercial insurance clients through referrals, networking, outreach campaigns, and community engagement.
• Conduct needs assessments to evaluate client risks and recommend appropriate insurance products (e.g., property, liability, workers' compensation, professional liability, cyber, commercial auto).
• Prepare and present customized proposals that align with client needs and industry best practices.
• Meet or exceed established sales goals, activity targets, and retention benchmarks.

Client Relationship Management

• Serve as the primary contact for assigned commercial accounts, ensuring consistent communication and high service standards.
• Maintain long-term relationships by regularly reviewing coverage needs and identifying opportunities to expand or adjust policies.
• Respond promptly to client inquiries, policy changes, certificates of insurance, renewals, and service issues.
• Collaborate with account managers, underwriters, and carrier partners to ensure smooth onboarding and service delivery.

Technical & Administrative

• Gather underwriting information from clients and ensure accuracy in applications and submissions.
• Stay informed on industry trends, carrier appetite, market conditions, and regulatory developments.
• Maintain accurate activity logs, client records, and pipeline tracking within the agency management system
• Support retention strategies by preparing renewal reviews and coverage recommendations.

Qualifications Required

• 2–5 years of experience in commercial insurance sales, account management, or a related role.
• Active Property & Casualty insurance license (or ability to obtain within 60 days).
• Strong understanding of commercial insurance products and risk management principles.
• Excellent communication, negotiation, and presentation skills.
• Ability to build rapport quickly and maintain trusted client relationships.
• Self-motivated with strong organizational and time-management abilities.

Preferred

• Familiarity with agency management systems
• Proven track record of meeting sales goals in a competitive market.

Compensation & Benefits

• Competitive base salary with uncapped commission structure.
• Health, dental, vision, and retirement plan options.
• Paid time off and professional development support.
• Continuing education and licensing reimbursement.
• Opportunities for career growth within the agency.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

License/Certification:

• Insurance Producer License (Preferred)

Ability to Commute:

• West Allis, WI 53214 (Required)

Work Location: Hybrid remote in West Allis, WI 53214

Salary : $50,000