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

TransGlobal•Cupertino, CA

7d•$80,000 - $96,000

About The Position

The P&C Commercial Line Senior Sales Agent identifies and acquires new business opportunities in commercial insurance. This proactive, goal-driven role builds and maintains client relationships, provides tailored risk management solutions, and contributes to revenue growth while supporting business development for the Commercial Lines division. The agent generates and develops leads, presents proposals, closes sales, and provides ongoing advice and service to clients.

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, with the ability to work independently and 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 turn 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.
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 maintain up-to-date skills and knowledge.