P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)
About The Position
The P&C Commercial Line Sales Agent identifies and acquires new business opportunities in commercial insurance. This proactive, goal-driven role requires sales acumen and knowledge of commercial insurance products. The agent builds and maintains client relationships, provides tailored risk management solutions, and contributes to revenue growth. The agent generates and develops sales leads, presents proposals, closes sales, and completes exposure analyses. The role also involves developing accounts, cross-selling products and services, maintaining client documentation, identifying carrier risk appetites and underwriting guidelines, responding to inquiries and requests, and keeping skills and knowledge current through training. The agent must comply with company policies and industry standards and maintain high ethical service practices. TransGlobal describes itself as an Asian-focused financial services platform with more than 30 years of experience, 30+ branches across 14 states, and over 5,000 professional independent agents. It offers services including insurance, annuities, real estate, private lending, tax and estate planning, and investment management.
Requirements
- Active Property & Casualty (P&C) insurance license.
- At least 2 years of experience in commercial insurance.
- Bilingual in English and either Mandarin Chinese or Thai.
- Strong sales, negotiation, and relationship-building skills.
- Excellent communication and presentation abilities.
- Self-motivated, able to work independently, and able to drive results.
- Proficient knowledge of Microsoft Windows Suite and an Agency Management System.
- Ability to manage multiple clients and priorities effectively.
Responsibilities
- Generate new sales leads through referrals and gather the information needed to convert leads into prospects and clients.
- Present proposals to prospects and clients, close sales, and complete exposure analyses.
- Develop accounts and cross-sell products and services within the P&C Department and/or All-in-One Platform.
- Become proficient with carrier rating systems made available for agency use.
- Maintain proper documentation for existing and prospective clients.
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
- Respond to client inquiries, incoming mail, and company requests in a timely manner.
- Attend training sessions and courses to maintain up-to-date skills and knowledge.
- Ensure compliance with company policies and industry standards while maintaining high ethical service practices.
Benefits
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
- Bonuses and commission opportunities.
- Cross-functional training, licensing support, and professional development opportunities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
