New Business Agent (Workers Comp)
About The Position
The New Business Agent is a production-focused sales role responsible for generating new business opportunities and delivering exceptional customer service. This position is primarily focused on quoting, selling, and binding Workers' Compensation insurance. Success in this role begins with developing a strong understanding of CCIS's products, systems, underwriting guidelines, and sales processes. The New Business Agent will manage inbound leads, assess customer needs, provide accurate coverage recommendations, and guide clients through the quoting and binding process. In addition to driving new business production, this role contributes to the ongoing improvement of customer experience, internal processes, and operational efficiency. The ideal candidate is sales-driven, customer-focused, and eager to continuously develop their insurance knowledge while creating value for both our clients and the organization. This position offers the opportunity to build a rewarding career through professional growth, strong earning potential, and meaningful contributions to the continued success of CCIS. We believe great salespeople should spend their time selling. That's why CCIS invests significantly in marketing and lead generation to provide our agents with a steady pipeline of inbound opportunities. While networking and relationship building are always encouraged, this role is designed to maximize your time helping customers and closing business, not chasing cold leads. This is a hybrid role with 1 day WFH but will start onsite Monday-Friday during a probationary training period. The remaining days will be onsite in our Sacramento office, 9am-6pm PST. Additionally, this role offers a competitive base with performance-based commission for producing agents.
Requirements
- 2+ years of sales experience, preferably in insurance, financial services, staffing, payroll, or other consultative B2B environments.
- Active California Property & Casualty Insurance License (or willingness to obtain one within 90 days of employment).
- Proven ability to meet or exceed sales goals and performance metrics.
- Strong verbal and written communication skills with the ability to effectively engage prospective and existing clients.
- Customer-focused mindset with excellent relationship-building and consultative selling skills.
- Ability to manage multiple priorities in a fast-paced sales environment.
- Proficiency in Microsoft Office Suite and other business applications.
- Ability to work onsite in our Sacramento office four days per week (9:00 AM–6:00 PM PST).
Nice To Haves
- Bachelor’s degree in Business, Marketing, Communications, Finance, or a related field.
- Experience with workers’ compensation insurance, commercial insurance products, or insurance agency operations.
Responsibilities
- Respond to and manage inbound sales inquiries, referrals, and walk-in prospects.
- Conduct proactive outreach and follow-up activities to convert leads into new clients.
- Build rapport with business owners and decision-makers to understand their operations, workforce, and insurance needs.
- Educate prospects on Workers' Compensation coverage requirements, benefits, and available policy options.
- Generate accurate and competitive insurance quotes based on underwriting guidelines and client risk profiles.
- Present coverage recommendations and explain policy features, exclusions, and pricing.
- Manage the full sales cycle from initial contact through policy issuance and onboarding.
- Consistently achieve individual sales goals and contribute to overall company growth objectives.
- Serve as a trusted advisor by providing exceptional service and insurance expertise.
- Assist clients with policy updates, endorsements, renewals, payroll changes, certificates, and other service-related requests.
- Maintain regular communication with clients to strengthen relationships and identify additional coverage opportunities.
- Ensure a seamless customer experience throughout the quoting, binding, and servicing process.
- Gather and evaluate information necessary to accurately assess risk and underwriting eligibility.
- Collaborate with underwriting teams and insurance carriers to secure optimal coverage solutions for clients.
- Submit applications, obtain approvals, and manage documentation requirements.
- Communicate carrier requirements and ensure all necessary information is collected in a timely manner.
- Process premium payments received by phone, mail, online platforms, or other approved methods.
- Maintain accurate client records and sales activity within company systems.
- Support process improvement initiatives that enhance sales efficiency, customer experience, and operational effectiveness.
- Participate in training programs to expand product knowledge and industry expertise.
- Perform additional duties and special projects as business needs evolve.
Benefits
- Employee Ownership Program
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, vision
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
