Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing. Our team takes an education-first approach, helping clients understand their coverage and make confident decisions about their future. We’re not tied to one carrier, one price point, or one set of priorities. We work for the client. That means we can approach multiple companies, compare options, and advocate for the coverage that actually fits. It also means we know who has the strongest claims service, the fairest underwriting, and the most responsive teams when it counts. Our job isn’t to push a product; it’s to give business owners an objective view of the marketplace, guide them through an important financial decision, and help them choose wisely.
Role Overview
We are seeking a Commercial Lines Sales Agent to join our growing sales team. In this role, you’ll be the one reaching out to business owners, CEOs, CFOs, and controllers; decision-makers who don’t want a pitch, they want confidence. You’ll work with established businesses (3+ years in operation, minimum 5 employees) across a wide range of industries, writing accounts that typically range from $20K to $100K in premium. Your key responsibilities may include:
Selling Commercial Insurance to businesses using consultative sales techniques
Identifying prospective customers using established lead methodologies for new business
Counseling and advising prospects and policyholders on matters of insurance coverage that are tailored to the specific situational needs
Developing and maintaining business relationships
Making presentations to decision-makers to establish and win their business
Participating in various incentive programs and contests designated to drive sales and exceed production goals
Exceeding sales goals for volume of quality new business quoted and written within company guidelines
Follow all agency and Department of Insurance rules and regulations
Other duties assigned
Minimum of 2 years of experience in insurance
Commercial insurance sales experience
An active North Carolina Property and Casualty License is required
Strong relationship building and communication skills
Exceptional negotiation and persuasion abilities.
Self-motivated and results-oriented, with a proactive and entrepreneurial mindset
Ability to prospect, follow up consistently, and manage a sales pipeline
Comfortable working in person and networking within the local community
Ability to commute to Raleigh, NC and work on site
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