Position Summary

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.
• 23+ 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 Certification

P&C Insurance license active and in good standing in residence state.

Physical, Mental, & Communication Demands

Physical Demands:

• Sedentary Work: Involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Occasional travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands:

• Strategic Thinking: High level of concentration required to develop and implement strategies.
• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Attention to Detail: High level of accuracy needed for managing presentations, reports and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact performance.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management : Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands:

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity : Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication : Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Presentation Skills: Proficiency in presenting strategies and performance reports to executive leadership and stakeholders.

Environmental Conditions

Indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, or co-workers.

Other Requirements

• Valid, non-restrictive driver's license for travel to client sites and company locations, as applicable.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.