Property & Casualty Agent

Job Description

Job Description

About Us
Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting

Position Summary
The In-House P&C Agent is responsible for driving revenue growth through cross-selling and upselling workers' compensation and other P&C insurance products to the existing Vensure Employer Solutions client base. This role drives revenue growth through delivering tailored insurance solutions that increase client satisfaction, value, and retention. The position identifies growth opportunities, builds and maintains strong carrier partnerships, mentors teammates when needed, and collaborates with Agency Operations service team and other cross‐functional departments to ensure seamless implementation and exceptional service. The role requires strong organization, communication, and leadership capabilities, along with the ability to work independently in a fast‐paced, performance‐driven environment.

Essential Duties and Responsibilities

• Source, qualify, and progress P&C insurance sales opportunities, primarily workers' compensation, across both net-new HCM prospects and the existing client portfolio using consultative selling and value-based discovery.
• Achieve and exceed monthly, quarterly, and annual sales targets through effective territory/activity planning, disciplined follow-up, and rigorous pipeline management.
• Lead deal strategy reviews and collaborate on pricing, approvals, and implementation to ensure seamless client onboarding and adoption.
• Partner with Agency Operations to resolve client concerns and deliver an exceptional customer experience throughout the sales cycle.
• Promote Client Growth programs internally; advocate for continuous improvement and alignment on go‐to‐market priorities.
• Track, analyze, and report KPIs (e.g., calls, initial appointments, proposals, signed agreements, closed deals, revenue); use CRM insights to inform next actions and forecasting.
• Model consultative methodologies and advanced closing techniques; share best practices and support team enablement and peer mentoring as needed.
• Conduct Quarterly Business Reviews (QBRs) for key accounts to assess outcomes, surface risks, and establish action plans that expand product adoption and revenue.
• Maintain accurate records within company systems (e.g., CRM) and uphold data integrity, compliance standards, and documentation accuracy.
• Attend and complete training as assigned.
• Serve as a positive ambassador for corporate initiatives, ensuring regional/account execution aligns with organizational priorities.

Knowledge, Skills, and Abilities

• In depth knowledge of workers' compensation insurance required.
• Proven consultative sales capability with strong negotiation, objection handling, and executive presentation skills.
• Ability to build trusted relationships with clients and internal stakeholders; high emotional intelligence and cultural sensitivity.
• Strong organization and time management; able to manage multiple priorities and deadlines without sacrificing quality.
• Data fluency: pipeline analysis, forecast accuracy, and the ability to translate market/competitive insights into actionable plans.
• Hands-on proficiency with CRM platforms (preferably Salesforce) and Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint).
• Mentorship mindset: willingness to share best practices and contribute to a high-performance, feedback-rich culture.
• Clear, concise written and verbal communication; strong meeting facilitation and presentation skills.

Required Education & Experience

• Licensed P&C agent, minimum 1 year of experience selling workers' compensation insurance.
• Associate's degree or equivalent combination of education, training, and experience preferred.
• 2–3+ years of successful B2B sales and/or client growth/account expansion experience preferred, particularly within HCM, HR technology, payroll, or related SaaS/services.
• Proven track record of meeting/exceeding sales targets in growth-oriented environments.

Required Licenses and/or Certifications
P&C Insurance license active and in good standing in residence state.