Commercial Insurance Producer – Property & Casualty

CBIZ

Driving revenue by leveraging a full-cycle sales approach as a Commercial Insurance Producer at CBIZ. Building client partnerships and expanding market presence in insurance solutions.

Posted 7/16/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-cycle sales, including cold calling, consultative sales, and relationship building with key decision-makers. Proficient in utilizing Salesforce and P&C agency management systems to manage sales activities and client interactions effectively.

Highest-signal resume keywords

Full-Cycle SalesConsultative SalesSalesforce ProficiencyNegotiation SkillsPipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cold CallingOutbound ProspectingSales NegotiationClient Appointment SettingMarket IntelligenceLead GenerationCommercial Risk AssessmentSales Activity TrackingP&C Agency Management SystemsProduction Goal Achievement

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsRelationship BuildingSelf-Driven Approach

Tools & Technologies

SalesforceSagitta

Certifications & Qualifications

Required Licenses/Credentials

Industry Keywords

Commercial InsuranceConsultative RecommendationsClient ExperienceCross-Selling OpportunitiesExecutive-Level Relationships

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
401(k) retirement plan
Paid time off
Flexible work arrangements
Professional development opportunities