Commercial Lines Insurance Producer

Keystone Agency Partners LLC • Chicago, IL

139d • $0 - $75,000 • Hybrid

About The Position

The primary function of this role is to drive new business growth and maintain a profitable book of commercial insurance accounts. This role involves identifying prospective clients, assessing their insurance needs, and delivering customized risk management solutions. The ideal candidate is a proactive, results-driven professional with strong sales acumen and a deep understanding of commercial insurance products and markets.

Requirements

• Minimum of 3–5 years of experience in sales, consulting, or client-facing business development
• Must have a valid Property and Casualty license that is maintained in the state of business
• Proficient in Microsoft Office Suite, Applied Epic, and Indio
• Strong sales and consultative skills with a focus on solutions-based selling
• Effective written and verbal communication skills, including presentation and negotiation
• Client-focused, with the ability to build rapport and maintain relationships over time
• Ability to work independently and collaboratively across departments
• Self-motivated and goal-driven with a growth-oriented mindset
• Travel will be required for client meetings, networking events, and training sessions
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Bachelor’s degree in Business, Finance, or a related field preferred

Responsibilities

• Identify and pursue prospective commercial clients through networking, cold calling, referrals, and industry events.
• Develop and execute sales strategies in collaboration with the Sales Manager to meet new business targets.
• Conduct in-depth needs assessments to recommend customized insurance solutions.
• Prepare and deliver tailored insurance proposals, articulating value, and coverage benefits.
• Maintain an accurate and current sales pipeline in the CRM system.
• Partner with marketing to guide market campaigns and prospecting efforts.
• Contribute to cross-selling opportunities by identifying and sharing leads with other lines of business.
• Serve as the primary liaison for clients, responding promptly to inquiries, concerns, and service requests.
• Build and maintain strong, trust-based client relationships with a focus on retention and satisfaction.
• Conduct periodic coverage reviews to ensure continued adequacy and identify upsell opportunities.
• Collaborate with Account Managers to deliver superior client service and maintain retention rates.
• Stay current on industry trends, carrier appetite, market conditions, and regulatory changes.
• Build relationships with underwriters and insurance carriers to negotiate favorable client terms.
• Attend conferences, training sessions, and industry events to expand professional knowledge and network.
• Maintain accurate, timely documentation of client interactions and sales activities in the agency management system (Applied Epic).
• Ensure all new business, renewals, and endorsements comply with company policies and regulatory standards.
• Coordinate with internal teams to deliver seamless onboarding and service.

Benefits

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level