Commercial Insurance Producer - Remote

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Commercial Lines Producer
The primary function of this role is to drive new business growth and maintain a profitable book of commercial insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning.
Prospect and cultivate new commercial insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events.
Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives.
Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions.
Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting.
Serve as a trusted advisor and primary point of contact for commercial clients throughout the sales process and beyond.
Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance.
Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services.
Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth.
Stay informed on commercial insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments.
Participate in professional development opportunities, industry conferences, networking events, and continuing education programs.
Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM.
Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations.
Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management.
Bachelor's degree in Business, Finance, Risk Management, or a related field preferred
Demonstrated success in prospecting, relationship building, and consultative selling
obtaining a Life & Health Insurance license is encouraged
Proficiency with Microsoft Office Suite
Familiarity with Applied Epic, or comparable agency management system, and CRM systems preferred
Willingness to travel for client meetings, networking events, and professional development opportunities
Work Environment: This position offers hybrid or remote work options, depending on the candidate's location and business needs.
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

Health Insurance Plans (PPO, HSA, Copay Options)

• Dental Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• Paid Holidays