Commercial Insurance Producer – Property & Casualty

Role Overview

• Drive new business revenue by executing a full-cycle sales approach, including:
• Cold calling and outbound prospecting
• Discovery and consultative sales conversations
• Setting and leading client appointments
• Negotiating terms and closing deals
• Consistently achieve or exceed annual new revenue and production goals
• Build and maintain a robust pipeline of qualified commercial prospects through:
• Personal networks and referrals
• Centers of influence (COIs)
• Internal partnerships and cross-sell opportunities
• Marketing and lead generation initiatives
• Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs
• Develop and cultivate executive-level relationships with key decision-makers across target organizations
• Effectively track all sales activity, pipeline progression, and client interactions within Salesforce
• Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes
• Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers
• Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
• Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
• Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
• Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth

Requirements

• High School Diploma or GED equivalent
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior command of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs