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Commercial Lines Licensed Agent – New Business Sales
COVU. Drive new commercial business revenue by prospecting, building a strong referral network, and using tech-enabled tools to manage the sales pipeline .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance sales, including a deep understanding of products and policies, while effectively managing a sales pipeline and exceeding revenue targets. Proven ability to build strong client relationships and deliver exceptional service to drive business growth.
Highest-signal resume keywords
Active P&C License5+ Years Commercial Lines Sales ExperienceProven Track Record of Meeting Sales TargetsDeep Understanding of Commercial Insurance ProductsExperience with CRM Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Insurance SalesRisk AssessmentCross-SellingUpsellingSales Pipeline Management
Soft Skills
Exceptional Communication SkillsPersuasion SkillsDetail-OrientedOrganizational SkillsEntrepreneurial Spirit
Tools & Technologies
Applied EpicAMS360HawkSoftEZLynxSalesforceHubSpotPipedriveZoho
Certifications & Qualifications
P&C License in 5 or More States
Industry Keywords
Commercial LinesGeneral LiabilityProperty InsuranceBusiness Owner's PolicyWorkers' CompensationCommercial AutoUmbrella Insurance
About the role
Key responsibilities & impact- Drive new commercial business revenue by prospecting, building a strong referral network, and using tech-enabled tools to manage the sales pipeline
- Win new accounts nationally across multiple states using broad carrier access to quote, place, and close business
- Act as a trusted risk advisor by assessing prospects' exposures and recommending appropriate coverage, including GL, Property, BOP, Workers' Comp, Commercial Auto, and Umbrella
- Identify cross-sell and upsell opportunities to round out accounts and grow premium
- Deliver a client experience that exceeds expectations, earning loyalty, retention, and referrals
- Run a book of business with autonomy while collaborating with a support team
- Protect business operations, employees, property, and future through commercial insurance advice
Requirements
What you’ll need- Active P&C license in 5 or more states, with particular need in (but not limited to) TX, FL, NY, CA and MA
- 5+ years of demonstrated success as a licensed agent, with a focus on commercial lines new business sales
- Proven track record of meeting and exceeding new business sales targets, ideally selling nationally
- Deep understanding of commercial insurance products, policies and carrier underwriting guidelines
- Hands-on experience using agency management systems such as Applied Epic, AMS360, HawkSoft, or EZLynx
- Proven ability to manage a sales pipeline in modern CRM tools such as Salesforce, HubSpot, Pipedrive, or Zoho
- Hunter mentality with a relentless drive to win new business
- Exceptional communication and persuasion skills, with the ability to build rapport with business owners and close effectively
- Entrepreneurial spirit and desire to own financial success
- Detail-oriented, organized approach to managing pipeline and accounts
- Comfort learning new technology
- Use of real-time AI assistance, screen-reading software, or external aids during the application process is strictly prohibited
Benefits
Comp & perks- Discretionary bonus
- Fully remote work, offering true flexibility and autonomy
- Medical, dental and vision insurance
- Company-paid life and disability insurance
- Generous paid time off and paid holidays
- Opportunities for professional development and continuing education
- Internal employee wellness programs
- Training is provided