Commercial Lines Sales Specialist
About The Position
The Allen Thomas Group is a growing independent insurance agency committed to delivering a modern, transparent, and client-focused experience. We leverage cutting-edge technology and a proven lead generation system to help our team close more business — with no cold calling required. We are looking for a driven Commercial Lines Sales Specialist to join our team and help business owners protect what they’ve built. Role Overview The Commercial Lines Sales Specialist is responsible for converting inbound leads into bound commercial insurance policies across a range of industries and coverage lines — including general liability, commercial auto, BOP, workers’ compensation, professional liability, and more. You will manage your own pipeline, respond quickly to new business opportunities, and deliver a consultative sales experience that differentiates our agency. This role is commission-based with uncapped earning potential and strong agency support.
Requirements
- Active Property & Casualty insurance license.
- Minimum 2+ years of experience in commercial lines insurance sales.
- Proven track record of meeting or exceeding sales targets in a performance-driven environment.
- Strong communication, interpersonal, and consultative sales skills.
- Working knowledge of commercial lines products including GL, BOP, commercial auto, and workers’ comp.
- Proficiency with CRM systems and sales technology.
Nice To Haves
- Experience at an independent insurance agency with access to multiple commercial carriers.
- Familiarity with specialty or commercial lines markets.
- Familiar with Applied Epic Insurance.
- Designations (CIC, CISR, CPCU, CRM) are a plus.
Responsibilities
- Respond promptly to inbound commercial lines leads generated through agency marketing channels.
- Qualify prospects, assess their risk exposures, and identify the right coverage solutions.
- Present multi-line proposals from multiple carriers in a clear, consultative manner.
- Follow up persistently to move prospects through the pipeline and close new business.
- Meet or exceed monthly production targets for new commercial lines written premium.
- Deliver an exceptional client experience from first contact through policy issuance.
- Educate business owners on their coverage needs, risk exposures, and the value of an independent agency.
- Identify cross-sell opportunities within new and existing commercial accounts.
- Build a referral pipeline through consistently outstanding service and community engagement.
- Coordinate with account managers on smooth handoffs for ongoing service and renewal needs.
- Maintain accurate, up-to-date commercial account records in the agency CRM system.
- Leverage carrier portals, raters, and quoting tools to generate competitive commercial proposals efficiently.
- Track activity, follow-up tasks, and pipeline metrics to maximize close rates.
Benefits
- Comprehensive benefits package including health, dental, and vision
- IRA retirement plan
- Ongoing training, development, and licensing support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
