Commercial Insurance Producer | Property & Casualty

#LI-CM #LI-Hybrid

Overview: 

The Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong pipeline and secure new client partnerships. The ideal candidate brings a proven track record in B2B commercial sales, thrives in a competitive environment, and demonstrates the ability to influence decision-makers while delivering tailored risk management and insurance solutions.

Essential Functions and Primary Duties 

• Drive new business revenue by executing a full-cycle sales approach, including:
• Cold calling and outbound prospecting
  • Discovery and consultative sales conversations
  • Setting and leading client appointments
  • Negotiating terms and closing deals
• Consistently achieve or exceed annual new revenue and production goals
• Build and maintain a robust pipeline of qualified commercial prospects through:
  • Personal networks and referrals
  • Centers of influence (COIs)
  • Internal partnerships and cross-sell opportunities
  • Marketing and lead generation initiatives
• Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs
• Develop and cultivate executive-level relationships with key decision-makers across target organizations
• Effectively track all sales activity, pipeline progression, and client interactions within Salesforce
• Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes
• Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers
• Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
• Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
• Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
• Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth

Preferred Qualifications

•  Bachelor’s Degree preferred
• Active Property & Casualty (P&C) License required or ability to obtain
• Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services
• Experience using Salesforce 
• Experience with Sagitta or similar P&C agency management systems (preferred)

Minimum Qualifications

• High School Diploma or GED equivalent 
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior command of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs