Commercial Insurance Producer | Property & Casualty

CBIZ•Philadelphia, PA

5d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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)

Responsibilities

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