P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese)

TransGlobal Holding Co. Cupertino, CA $80,000 - $96,000
Full Time Senior Level 6+ years

Posted 3 weeks ago

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About 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 * Relationship Building * Presentation * 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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