P&C Insurance Commercial Lines Senior Agent

4 weeks ago


Diamond Bar, California, United States TransGlobalTranspacific Financial Inc. Full time
Job Overview

TransGlobal is seeking a highly motivated Senior Agent to join our Commercial Lines team. As a key member of our team, you will be responsible for presenting our services and solutions to prospective clients, bringing new business prospects to closure, and developing accounts and cross-selling available products and services.

Key Responsibilities:

  • Presenting our services and solutions to prospective clients
  • Bringing new business prospects to closure
  • Developing accounts and cross-selling available products and services
  • Negotiating with carriers and evaluating carrier quotes to secure the best possible quotes for clients
  • Identifying carrier risk appetites, carrier information, target classes, and underwriting guidelines
  • Maintaining proper documentation for existing and prospective clients
  • Attending training sessions and courses to maintain up-to-date skills

Requirements:

  • 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

Benefits:

  • Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents
  • 401(k) plan with employer matching
  • 6 days Paid Sick Leave per year, available to use after 3 months of employment
  • 10 days PTO in the first year, available after 3 months, and increase based on anniversary until reaching a cap
  • Paid holidays, paid jury duty, paid training
  • Commission/bonus for cross referrals
  • Starting salary ranging from $6,000 ~ $7,500/month, based on experience/location, with potential raises post-probation

About TransGlobal:

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.



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