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 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 completes exposure analyses. They advise existing clients on risk management, resolve client issues, identify carrier appetites and underwriting guidelines, and pursue cross-selling and referral opportunities. The role also requires keeping current with market developments and maintaining client documentation and professional knowledge. TransGlobal describes itself as an Asian-focused financial services platform with more than 30 years of experience, 30+ branches across 14 states, and over 5,000 independent agents. The company offers a collaborative, multicultural environment and describes opportunities for professional development and growth. The stated salary range is $80,000–$96,000 per year, with bonus and commission opportunities.
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
- 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 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 maintain up-to-date skills and knowledge.
Benefits
- Competitive salary and benefits package.
- Career growth and professional development opportunities.
- Cross-functional training and licensing support.
- Bonuses and commission opportunities.
- Collaborative and innovative work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
