Commercial Lines Producer

Keystone Agency Partners LLC • Remote - US, US,

5h • Hybrid

About The Position

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/ [https://mykeystone.com/].

Position Summary:
The primary function of this role is to drive new business growth and maintain a profitable book of commercial insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning.

Requirements

• Minimum of 1 year of experience in business development, consultative sales, or a client-facing role
• Demonstrated success in prospecting, relationship building, and consultative selling
• Proven ability to meet or exceed sales goals in a competitive environment
• Ability to obtain a Property & Casualty Insurance License upon hire; obtaining a Life & Health Insurance license is encouraged
• Proficiency with Microsoft Office Suite
• Strong communication, presentation, negotiation, and interpersonal skills
• Ability to establish credibility and build lasting client relationships
• Highly organized with excellent time management and follow-through
• Self-motivated, goal-oriented, and able to work independently while collaborating effectively across departments
• Willingness to travel for client meetings, networking events, and professional development opportunities
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred
• Familiarity with Applied Epic, or comparable agency management system, and CRM systems preferred

Responsibilities

• Prospect and cultivate new commercial insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events.
• Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives.
• Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions.
• Prepare and present professional insurance proposals that clearly communicate coverage options, value, and competitive advantages.
• Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting.
• Collaborate with the marketing team on targeted prospecting campaigns and lead generation initiatives.
• Identify opportunities to cross-sell additional insurance products and coordinate referrals across business lines.
• Serve as a trusted advisor and primary point of contact for commercial clients throughout the sales process and beyond.
• Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance.
• Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services.
• Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth.
• Stay informed on commercial insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments.
• Build and maintain productive relationships with insurance carriers and underwriters to negotiate competitive coverage and pricing.
• Participate in professional development opportunities, industry conferences, networking events, and continuing education programs.
• Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM.
• Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations.
• Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management.

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: Entry Level