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

TransGlobal • Monrovia, CA

5d

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 applies commercial insurance knowledge and sales skills to build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. The agent generates leads, develops prospects into clients, presents proposals, closes sales, and supports accounts through documentation, timely communication, and cross-selling. The role also involves understanding carrier risk appetites and underwriting guidelines, using available carrier rating systems, attending training, and ensuring compliance with company policies and industry standards.

TransGlobal describes itself as an Asian-focused, all-in-one financial services platform with more than 30 years of experience, a network of 30+ branches across 14 states, and over 5,000 professional independent agents. Its services include life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management. The company emphasizes trustworthy, customer-centric financial solutions tailored to clients’ languages and 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.

Nice To Haves

• No preferred qualifications are explicitly identified.

Responsibilities

• Generate new sales leads through referrals and obtain the information needed to convert leads into prospects and clients.
• Present proposals to prospects and clients, close sales, and complete exposure analysis.
• 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.
• Ensure compliance 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 and licensing support.
• Professional development and growth opportunities.
• Opportunity to work in a collaborative and innovative environment.

What This Job Offers

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