Commercial & Personal Insurance Sales Representative

Job Description

Job Description

Description:

 

Full-Time – Monday through Friday- 8:30am – 5:00pm

Competitive salary and complete benefit package

FLSA Status: Exempt

Position Summary

The Commercial & Personal Lines Sales Producer is responsible for developing, selling, and growing a book of commercial & personal insurance business, with a primary focus on new business development and long-term client relationships. This is a consultative, sales-driven role centered on identifying risk exposures, designing tailored insurance solutions, and driving profitable growth for the agency.

The Producer serves as the primary sales and consulting lead for producer-led accounts while partnering closely with Personal and Commercial Lines Account Managers who provide day-to-day servicing, renewals, and administrative support. As the book matures, the Producer is expected to focus on larger, more complex commercial opportunities aligned with agency growth goals.

Essential Duties & Responsibilities – Sales Strategy & Business Development

• Develop and execute an approved annual sales business plan aligned with agency revenue and growth goals.

• Prospect for new personal and commercial insurance opportunities through networking, referrals, centers of influence, and community involvement.

• Identify, qualify, and pursue prospective personal and commercial clients.

• Build and manage a consistent sales pipeline and document activity in agency systems.

• Meet or exceed established new business and revenue targets.

Client Consulting & Producer Responsibilities

• Serve as the primary sales, consulting, and relationship lead for assigned producer-led accounts.

• Conduct risk assessments and discovery meetings to understand client operations and exposures.

• Design and present commercial insurance strategies and coverage recommendations.

• Lead renewal strategy discussions for producer-led accounts.

• Maintain strong carrier relationships.

Collaboration & Account Management Partnership

• Partner closely with Personal and Commercial Lines Account Managers for onboarding and service continuity.

• Ensure smooth handoff of new business while remaining involved at key milestones.

• Allow Account Managers to handle day-to-day servicing, endorsements, and claims coordination.

• Identify cross-selling and referral opportunities.

 

About Us:

At Thacker & Brooks Insurance, a Legacy Partner, we are dedicated to providing top-tier insurance solutions with a commitment to dependability, growth, and client satisfaction. As a small insurance agency with aspirations for expansion, we empower our team to thrive in a collaborative and supportive environment.

Requirements:

 

Qualifications & Experience

• Active Property & Casualty Insurance License or ability to obtain.

• Prior experience in commercial insurance sales or account management preferred.

• Strong consultative selling and relationship-building skills.

• Ability to analyze complex risk exposures.

• Proficiency with agency management systems and Microsoft Office.