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Commercial lines insurance agent job description

Updated March 14, 2024
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Example commercial lines insurance agent requirements on a job description

Commercial lines insurance agent requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in commercial lines insurance agent job postings.
Sample commercial lines insurance agent requirements
  • Valid insurance license in the state of employment
  • Bachelor's degree in business, finance or related field
  • Knowledge of commercial insurance policies and regulations
  • Ability to analyze complex data and make sound decisions
  • Proficient in Microsoft Office Suite and insurance software
Sample required commercial lines insurance agent soft skills
  • Excellent communication and interpersonal skills
  • Strong sales and negotiation skills
  • Ability to build and maintain relationships with clients and underwriters
  • Detail-oriented and organized
  • Ability to work independently and in a team environment

Commercial lines insurance agent job description example 1

Insurance Broker commercial lines insurance agent job description

Insurance Brokers of Arizona


Insurance Brokers of Arizona
is one of the fastest growing insurance agencies in the state of Arizona and we are looking for another
ROCKSTAR SALES GURU
to join our Commercial Team!

Through the use of various online marketing strategies (secret sauce) and 17 years of success, our sales agents spend
ZERO
time prospecting,
ZERO
time servicing, but spend
100%
of their time quoting, selling, and issuing insurance policies to business owners throughout Arizona. Our motto
“Our Clients’ Interest Is ALWAYS Our Top Priority!”
serves as the backbone to everything we do. (1500+ Google Reviews | 4.9 Star Average)


We have a staff of Service experts to help service our existing clients...
We have a staff of Retention experts to help our clients through the renewal process...
We have a staff of VA's to help with documents and compliance...




Job Responsibilities
To include but not limited to:
  • Quote INCOMING insurance opportunities thru all available markets - Yes INBOUND leads!!
  • Present commercial insurance quotes to business owners over the PHONE
  • Answer inbound calls from prospects looking for insurance.
  • Follow up with phone calls to prospects that you have quoted to close the account.
  • Able to cross-sell or pivot to other lines of insurance that are in the best interest of the client(s) .
  • Respond promptly to voicemail, emails, and other client request(s) compliant to company expectations.
  • Work with Insurance Carriers and Insurance Underwriters daily regarding new insurance quotes.
  • Update/Maintain CRM with all account documents, conversations, and any other pertinent information
  • Consultative approach - Always Be Advising (ABA)


Qualifications
  • Property/Casualty License REQUIRED
  • 2 years minimum Independent Agency Experience - sales or service
  • Able to understand, review, consult, and communicate insurance related products to prospecting customers.
  • Self-reliant, assertive, highly motivated, and willingness to improve on a day-to-day basis
  • Experience with insurance-related technology (rating engine, agency manage system, etc.,)
  • Ability to handle a variety of quotes/accounts simultaneously
  • Strong communication skills, both written and verbal

Benefits
  • Salary plus commissions or Commission only depending on individual
  • Flex schedule with the opportunity to work from home (based on experience)
  • Continuing Education and License renewals paid by Agency
  • Group Health Plan paid by Agency
  • 24/7 TeleDoc paid by Agency
  • Voluntary Ancillary products - Vision, Dental and entire AFLAC suite of products.
  • Costco Membership paid by Agency
  • 401k match up to 3%
  • Hawaii timeshare that rotates thru employees
  • Birthday off every year
Insurance Brokers of Arizona provides financial protection by presenting insurance products from top-rated carriers while providing superior service, maintaining flexibility, and adapt accordingly with the changing needs of our customers, carriers, and industry.
  • Our vision is to become the trusted insurance experts for individuals and families in the communities that we serve.
  • Our mission is to contribute to the insurance industry with the utmost ethics and integrity, while creating lasting relationships throughout the customer experience.
  • Our agency has won many awards including:
    • Best of Gilbert - 2014, 2015, 2016, 2017, 2018, 2019, 2020
    • Insurtech Pioneer Award
    • Expertise.com Award 2021
    • Phoenix 5 Star Home/Auto Insurance Professionals Award 2015, 2016
  • Top Insurance Agency in Arizona with OVER 1500 5-Star Google Reviews

This is a remote position.

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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.