- Presenting our services and solutions to prospective clients.
- Bringing new business prospects to closure.
- Developing accounts and cross selling available products and services.
- Negotiate with carriers and evaluate carrier quotes to secure the nest quotes possible for clients.
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
- Maintain proper documentation for existing and prospective clients.
- Attend training sessions, courses to maintain up-to-date skills.
- Active license in Property & Casualty Insurance
- Bilingual in Chinese and English
- Minimum 6 ~ 10 years of Commercial Lines Insurance experience
- Experience in selling to a specific industry and surplus line insurance policies is a plus.
- Good listening skills and the ability to determine clients' needs efficiently.
- Ability to work under pressure and meet deadlines.
- Strong communication, critical thinking, and organizational skills
- Excellent time management skills and a proven ability to effectively prioritize workflow.
- Ability to thrive in a fast-paced environment and a positive learning attitude with a growth mindset.
- Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouse and dependents.
- 401(k) plan with employer matching.
- Paid sick leave (6 days), paid personal leave (6 days), paid vacation (accrued based on years of employment)
- Paid holidays, paid jury duty, paid training.
- Commission/bonus for cross referrals.
- Starting salary ranging from $5,000 ~ $6,500/month, based on experience/location, with potential raises post-probation.
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P&C Commercial Line Sr Agent - Ontario, United States - TransGlobal
Description
Job Description
Job DescriptionLocation: SoCal (Monrovia, Alhambra, Diamond Bar, Ontario, Irvine)
NorCal (Cupertino, Fremont, Pleasanton)
About Us
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on an all-in-one financial service platform integrating business solutions for business owners, covering commercial insurance, employee benefit, retirement planning, and tax services. We represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website:
Objective
Our P&C team is seeking a highly motivated, enthusiastic individual to join our team to support business development for our Commercial Lines department.
Why Work at TransGlobal P&C Insurance
Our employees have enjoyed a team full of support and unity, coached by the Director of P&C Department and working closely with our top-producing Senior Sales Leader to upgrade your skills in this industry. As our front-line producers writing new business, you are fully supported by our Account Managers, Producer Assistants, and Customer Service Assistants. Since 80% of our clients are through referrals, only minimal cold calling is required for this role.
Responsibilities:
Qualifications:
Benefits
