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

TransGlobal•Fremont, CA
•$58,000 - $69,000

About The Position

The P&C Commercial Line Sales Agent identifies and acquires new commercial insurance business. This proactive, goal-driven role involves building and maintaining client relationships, providing tailored risk management solutions, and contributing to revenue growth. The agent generates and develops leads, presents proposals, closes sales, and supports clients and the company with timely communication and accurate documentation. The position also requires familiarity with commercial insurance carrier appetites, target classes, and underwriting guidelines, as well as compliance with company policies and industry standards. The agent must be bilingual in English and either Mandarin Chinese or Thai.

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 develop 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 available 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 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.
  • Bonuses and commission opportunities.
  • Cross-functional training and licensing support.
  • Professional development and growth opportunities.
  • Collaborative and innovative work environment.
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