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Commercial Lines Producer, Small Business
EPIC Insurance Brokers & Consultants. Prospect for new commercial lines business opportunities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Commercial Lines insurance sales, including the ability to cultivate client relationships, navigate risk profiles, and utilize CRM systems effectively. Proven track record in achieving sales targets and developing cross-selling strategies for diverse client portfolios.
Highest-signal resume keywords
Commercial Lines MarketingProperty & Casualty LicenseInsurance Sales SuccessCRM ManagementCross-Selling Strategies
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 Property & Casualty KnowledgeQuote Comparison ReviewsRisk Profile NavigationLead ManagementComparative Rater Utilization
Soft Skills
Client FocusProactive MindsetConsultative ApproachProblem-Solving AbilityCommunication Skills
Tools & Technologies
EPIC CRMAgency Management System
Certifications & Qualifications
Property & Casualty License
Industry Keywords
Insurance CoverageSales TargetsClient EngagementE&S MarketsLead Channels
About the role
Key responsibilities & impact- Prospect for new commercial lines business opportunities
- Quote and close new business for small businesses
- Help small businesses secure appropriate insurance coverage
- Cultivate relationships with over 500 Personal Lines and Large Account Producers within EPIC
- Cross-sell to a diverse existing client book
- Engage prospects through phone and email
- Follow up responsively on all lead channels
- Build and maintain a pipeline of prospects to achieve sales targets
- Develop cross-selling strategies for existing client books
- Provide quote comparison reviews and articulate coverage differences
- Utilize and maintain EPIC’s CRM and Agency Management System to designed standards
- Navigate different risk profiles in Standard and E&S markets
- Foster relationships with referring producers, underwriters, and other circles of influence
- Attend educational, training, and other sessions as directed
- Achieve an annual target of approximately $150,000 in new revenue
Requirements
What you’ll need- High school diploma required; college degree preferred
- Property & Casualty license required
- Minimum three years of experience in Commercial Lines marketing, placement, service & sales
- Full knowledge of Commercial Property & Casualty lines of coverage and services
- Proven track record of insurance sales success
- Broad product and market knowledge
- Client focus and understanding of client engagement
- Sales-driven mentality
- Proactive mindset and readiness to hit the ground running
- Consultative, positive, and resourceful approach
- Capacity to present, communicate, and build trust with confidence and expertise
- Ability to solve practical problems with diverse variables where limited standardization exists
- Ability to learn and manage leads within a CRM platform
- Ability to learn and successfully utilize a commercial lines comparative rater
- Fluent in navigating different risk profiles in Standard & E&S markets
- Ability to attend educational, training, and other sessions as directed by EPIC
Benefits
Comp & perks- Robust lead generation program(s)
- Uncapped referral opportunities
- Access to a diverse client book for cross-selling
- Backing of a top-tier brokerage with strong market presence
- High-quality training and onboarding from day one
- Ongoing sales training and coaching
- Generous paid time off
- Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees
- 12 company-observed paid holidays
- 4 early-close days
- Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- $1,500 employee referral bonus per hired referral
- Employee recognition programs, awards, and trips
- Employee Resource Groups: Women’s Coalition and EPIC Veterans Group
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness and employee assistance programs
- Inclusive work environment
- Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation