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

TransGlobal•Fremont, CA
•$80,000 - $96,000

About The Position

The P&C Commercial Line Senior Sales Agent identifies and acquires new business opportunities in commercial insurance. The role supports business development for the Commercial Lines division by generating leads, developing client relationships, providing tailored risk management solutions, and contributing to revenue growth. The agent presents proposals, closes sales, completes exposure analyses, and advises existing clients. The position also involves understanding carrier risk appetites and underwriting guidelines, pursuing cross-selling and referral opportunities, keeping current with market developments, maintaining client documentation, and attending training.

Requirements

  • Bilingual in Chinese and English.
  • At least 6 years of successful commercial insurance sales experience and an active P&C license.
  • Experience placing commercial insurance policies for high-risk clients in the E&S market.
  • Excellent communication and presentation abilities.
  • Strong sales, negotiation, and relationship-building skills.
  • Self-motivated, able to work independently, and able to drive results.
  • Proficient knowledge of Microsoft Windows Suite and an Agency Management System.

Nice To Haves

  • Bachelor's degree or equivalent is preferred.

Responsibilities

  • Generate new sales leads and gather the information needed to convert leads into prospects and clients.
  • Present proposals to prospects and clients, close sales, and complete exposure analyses.
  • Provide proactive risk management advice to existing clients and resolve client issues.
  • Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
  • Proactively identify and pursue cross-sell and cross-referral opportunities among existing clients.
  • Stay informed about marketplace developments, competitive trends, and evolving consumer needs.
  • Maintain proper documentation for existing and prospective clients.
  • Attend training sessions and courses to keep skills and knowledge up to date.

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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