P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
About The Position
The P&C Commercial Line Senior Sales Agent identifies and acquires new business opportunities in the commercial insurance sector. 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, analyzes exposures, advises existing clients, and helps resolve client issues. The position also involves identifying carrier risk appetites and underwriting guidelines, pursuing cross-selling and referral opportunities, staying informed about market developments, maintaining client documentation, and attending training to keep skills and knowledge current. The employer, TransGlobal, describes itself as an Asian-focused financial services platform with more than 30 years of experience, a network of over 30 branches across 14 states, and more than 5,000 independent professional agents. Its services include life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management. The company emphasizes customer-centric solutions, a multicultural environment, collaboration, career growth, and helping individuals and families achieve financial security and generational wealth. The position offers a stated salary range of $80,000–$96,000 per year, along with bonus and commission opportunities and a competitive salary and benefits package.
Requirements
- Bilingual in Chinese and English.
- At least 6 years of successful commercial insurance sales experience.
- Active P&C license.
- Experience placing commercial insurance policies for high-risk clients in the E&S market.
- Strong 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
- Actively generate new sales leads and obtain the information needed to convert leads into prospects and clients.
- Present proposals to prospects and clients, close sales, and complete exposure analysis.
- Provide proactive risk management advice to existing clients and resolve client issues.
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
- Identify and proactively 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 maintain up-to-date skills and knowledge.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
