Commercial Lines Sales Executive

The Jonus Group • Belgrade, MT

2d

About The Position

Seeking an enthusiastic and results-driven Commercial Lines Sales Executive to join a dynamic sales team. This role focuses on building and maintaining strong client relationships, selling commercial insurance products, and contributing to organizational growth. The Commercial Lines Sales Executive serves as a trusted advisor to businesses, helping them identify risks and tailor insurance solutions that protect their operations and employees.

The role includes developing client relationships, generating leads, conducting consultative sales and risk assessments, collaborating with underwriting, servicing accounts, tracking performance, and representing the company at industry and community events. The job description may not cover all duties or responsibilities and is subject to modification at the employer’s discretion.

Requirements

• Proven experience as a licensed Insurance Producer or in a similar role in the commercial lines insurance industry.
• Strong understanding of commercial lines insurance products, risk management, and underwriting principles.
• Exceptional sales, negotiation, and communication skills.
• Ability to build lasting relationships with diverse clientele and foster trust and loyalty.
• Analytical ability to assess risks and tailor solutions effectively.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM software and other sales tools for tracking activity and performance metrics.
• Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent professional experience.
• Active state Property & Casualty insurance license(s).

Nice To Haves

• Additional designations or certifications, such as CIC, ARM, CPCU, or similar.
• Multilingual candidates are strongly encouraged to apply.
• Existing network and established relationships within the insurance or business community.

Responsibilities

• Develop and maintain strong relationships with new and existing commercial clients, positioning the company as their trusted insurance partner.
• Identify and pursue new business opportunities through networking, referrals, and outbound prospecting.
• Understand client needs, conduct risk assessments, and recommend tailored insurance solutions.
• Collaborate with underwriting teams to develop customized coverage options that meet client requirements.
• Provide responsive customer service, assisting with policy renewals, endorsements, and claims when necessary.
• Stay informed about market trends, competitive products, and changes in insurance regulations.
• Work with internal departments, including marketing and account management, to meet sales goals and business objectives.
• Achieve or exceed sales targets and maintain detailed sales activity records in the company’s CRM system.
• Represent the company at industry events, conferences, and local community functions to enhance brand visibility and credibility.

What This Job Offers

• Job Type: Full-time