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 the commercial insurance sector. This proactive, goal-driven role requires strong sales skills and knowledge of commercial insurance products. The agent builds and maintains client relationships, provides tailored risk-management solutions, and contributes to revenue growth. TransGlobal is an Asian-focused financial services platform with more than 30 years of experience, offering services across insurance, annuities, real estate, lending, tax and estate planning, and investment management. Its network includes more than 30 branches across 14 states and over 5,000 independent professional agents. The company describes its mission as delivering trustworthy, customer-centric financial solutions in clients’ languages and aligned with their goals.
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 turn 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 provided for agency use.
- Maintain proper documentation for existing and prospective clients.
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
- Respond promptly to client inquiries, incoming mail, and company requests.
- Attend training sessions and courses to maintain current skills and knowledge.
- Comply with company policies and industry standards while maintaining high ethical service practices.
Benefits
- Competitive salary and benefits package.
- Cross-functional training and licensing support.
- Professional development and growth opportunities.
- Collaborative and innovative work environment.
- Bonus and commission opportunities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
