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. 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 leads, develops prospects, presents proposals, closes sales, and completes exposure analyses. The role also supports existing clients with risk management advice and issue resolution, identifies cross-selling and referral opportunities, and stays current on market developments, carrier appetites, target classes, and underwriting guidelines. The position requires Chinese and English bilingual proficiency and substantial commercial insurance sales experience, including placing policies for high-risk clients in the E&S market. TransGlobal describes itself as an Asian-focused financial services platform with more than 30 years of experience, a network of 30+ branches across 14 states, and over 5,000 independent agents. The company says its mission is to provide trustworthy, customer-centric financial solutions aligned with clients’ goals and delivered in their language.
Requirements
- Bilingual in Chinese and English.
- 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 turn 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.
- 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.
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
