What are the responsibilities and job description for the Commercial Insurance Sales Representative position at Bold Penguin?
This is a hybrid role. Applicants must reside within 35 miles of Dublin, Ohio.
YOUR ROLE:
We are looking for an experienced Commercial Insurance Sales Representative with a strong background in Excess & Surplus (E&S) lines and a passion for leveraging digital tools to streamline the quoting and binding process. In this role, you will be responsible for developing and managing a book of business, focusing on hard-to-place risks while utilizing digital platforms and insurtech solutions to enhance efficiency and customer experience.
WHAT YOU'LL DO:
Sales & Business Development
- Prospect and generate new business opportunities, targeting small businesses with E&S insurance needs.
- Educate small business owners on risk exposure and recommend appropriate coverage solutions.
- Leverage digital tools and insurtech platforms to streamline the quoting, binding, and policy issuance process.
- Build strong relationships with wholesalers, MGAs, and E&S carriers to place hard-to-insure risks.
- Meet or exceed sales targets while maintaining a high standard of customer service.
Account Management & Client Service
- Serve as the primary point of contact for clients post-sale, handling endorsements, renewals, and coverage changes.
- Proactively address client inquiries, policy updates, and claims assistance.
- Conduct annual policy reviews and recommend coverage adjustments based on business growth or changing risks.
- Ensure compliance with all regulatory and carrier requirements while maintaining accurate records.
SKILLS & QUALIFICATIONS
- Experience: 3 years in commercial insurance sales, with a focus on E&S business.
- Digital Expertise: Familiarity with digital platforms for E&S quoting and binding.
- Industry Knowledge: Strong understanding of underwriting guidelines, risk assessments, and carrier appetites for E&S placements.
- Sales & Communication Skills: Proven ability to prospect, negotiate, and close deals while building long-term client relationships.
- Licensing: Active P&C license (additional surplus lines license preferred or willingness to obtain).
Salary : $55,000 - $73,000
