Senior Agent, Commercial Lines

6 days ago


Cupertino, United States TransGlobal Holding Co. Full time
Job DescriptionJob Description

Location: Monrovia, Diamond Bar, Cupertino

 

TransGlobal is a leader in the insurance industry and provides a unique platform integrated business solutions for business owners, such as Commercial Insurance, Employee Benefit, Retirement, Tax Services, Payroll & HR Services. With over 30 branch office locations and a dedicated team of industry experts, our commitment is doing what is best for our clients. TransGlobal is a fast-growing company, as our business grows, our people grow with us Visit our website: https://www.transglobalus.com

 

TransGlobal P&C Insurance Agency is seeking a highly motivated, enthusiastic individual to join our team to support business development for our Commercial Lines division.

 

Responsibilities:

· Actively generate new sales leads, obtain all necessary information to turn leads into prospects and clients

· Present proposals to prospects and clients, close sales, and complete exposure analysis

· 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 amongst existing clients proactively

· Be proficient and available to carrier rating system provided for agency use

· Maintain proper documentation for existing and prospective clients

· Attend training sessions and courses to maintain up-to-date skills and knowledge

 

Qualifications:

· Bilingual in Chinese and English

· 6+ years of successful commercial insurance sales experience with active P&C license

· Experienced in placing commercial insurance policies for high-risk clients in E&S market

· Bachelor’s degree or equivalent is preferred

· Good listening skills and the ability to determine clients’ needs efficiently

· Positive learning & teaching attitude, ability to work in a teamwork environment

· Excellent time management skills and a proven ability to effectively prioritize workflow

· Proficient knowledge of Microsoft Windows Suite and Agency Management System

 

Benefits:

• 401(k) with company match

• Excellent growth and advancement opportunities

• Generous benefits package including health, dental, vision, health saving account

• Paid time off, paid sick leaves, paid holidays, paid jury duty

• Salary starts from $39.23 ~ $46.15/hour ($6,800 ~ $8,000/month) based on experience

 

Supplemental Pay:

• Bonuses & commission opportunities

Company DescriptionTransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 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.Company DescriptionTransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 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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