P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)

TransGlobal • Fremont, CA

5d

About The Position

The P&C Commercial Line Sales Agent identifies and acquires new business opportunities in the commercial insurance sector. This role calls for a proactive, goal-driven professional with 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.

The agent generates and develops leads, presents proposals, closes sales, and completes exposure analyses. The role also includes developing accounts, cross-selling products and services, using carrier rating systems provided for agency use, and maintaining documentation for current and prospective clients. The agent identifies carrier risk appetites, carrier information, target classes, and underwriting guidelines; responds promptly to clients and company requests; attends training to maintain current skills and knowledge; and follows company policies, industry standards, and ethical service practices.

TransGlobal describes itself as an Asian-focused financial services platform with more than 30 years of experience, over 30 branches across 14 states, and more than 5,000 professional independent agents. The company offers a range of financial services and emphasizes customer-centric solutions, multilingual service, professional development, collaboration, and helping individuals and families achieve financial security and generational wealth. The position offers a salary range of $58,000–$69,000 per year, plus bonus and commission opportunities.

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.
• Use 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.
• Comply with company policies and industry standards while maintaining high ethical service practices.

Benefits

• Competitive salary and benefits package.
• Bonuses and commission opportunities.
• Cross-functional training, licensing support, and professional development opportunities.
• Professional development and growth opportunities.
• Collaborative and innovative work environment.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed