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

TransGlobal•Diamond Bar, CA
•$58,000 - $69,000

About The Position

The P&C Commercial Line Sales Agent identifies and acquires new business opportunities in commercial insurance. This proactive, goal-driven role uses sales expertise and knowledge of commercial insurance products to build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth. The agent generates leads, turns prospects into clients, presents proposals, closes sales, and develops accounts through cross-selling. The role also involves maintaining client documentation, using carrier rating systems, understanding carrier risk appetites and underwriting guidelines, responding promptly to inquiries and requests, attending training, and ensuring compliance with company policies and industry standards. 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. The company 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 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 current skills and knowledge.
  • Comply with company policies and industry standards while maintaining high ethical service practices.

Benefits

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