P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)
Full Time
Senior Level
6+ years
Posted 3 weeks ago
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Upload Your ResumeAbout This Role
This role involves proactively identifying and acquiring new commercial insurance business, building client relationships, and providing tailored risk management solutions to contribute to revenue growth.
Responsibilities
- Actively generate new sales leads, obtain necessary information to convert leads into prospects and clients
- Present proposals to prospects and clients, close sales, and complete exposure analysis
- Provide proactive risk management advice to existing clients and resolve client issues
- Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines
- Identify and pursue cross-sell and cross-referral opportunities amongst existing clients proactively
- Stay informed about marketplace developments, competitive trends, and evolving consumer needs
- Maintain proper documentation for existing and prospective clients
- Attend training sessions and courses to maintain up-to-date skills and knowledge
Requirements
- Bilingual in Chinese and English
- 6+ years of successful commercial insurance sales experience with active P&C license
- Experienced in placing commercial insurance policies for high-risk clients in E&S market
- Excellent communication and presentation abilities
- Strong sales, negotiation, and relationship-building skills
- Self-motivated with the ability to work independently and drive results
- Proficient knowledge of Microsoft Windows Suite and Agency Management System
Qualifications
- Bachelor's degree or equivalent is preferred
- 6+ years of successful commercial insurance sales experience
Skills
Communication
*
Sales
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Relationship Building
*
Presentation
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Negotiation
*
Microsoft Windows Suite
*
Agency Management System
*
* Required skills
Benefits
Competitive benefits package
Professional development and growth opportunities
Licensing support
Cross-functional training
About TransGlobal Holding Co.
TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. with over 30 years of experience, offering a comprehensive suite of services including insurance, real estate, private lending, and tax/estate planning.
Finance
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