Commercial Lines Insurance Agent

COVU; San Diego (CA); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Fully remote work

Discretionary bonus

Medical, dental and vision insurance

Company-paid life and disability保险

Generous paid time off

Professional development opportunities

Job summary

Covu is seeking a results-driven Commercial Insurance Agent to expand our small commercial portfolio remotely across the United States. You will manage renewals, win referrals, and drive growth by rounding accounts while building strong client relationships.

Responsibilities include capitalizing on opportunities from organic leads, collaborating with personal lines teams, and acting as a trusted risk advisor on coverages such as GL, Property, BOP, WC, and more.

Qualifications

• Active P&C license with CA, TX, or Northeast states.
• 5+ years as licensed commercial lines agent.
• Proven track record in retention and new business targets.
• AMS proficiency with agency management systems.
• CRM experience with Salesforce, HubSpot, Pipedrive, or Zoho.

Responsibilities

• Drive revenue by renewing commercial policies to maximize retention and grow book via referrals.
• Cultivate new commercial opportunities from organic leads and personal lines team handoffs.
• Assess exposures and advise on coverage (GL, Property, BOP, WC, Auto, Umbrella, etc.).

Skills

Hunter mentality

Exceptional communication

CRM expertise

Sales pipeline management

Tools

AMS proficiency

Salesforce

HubSpot

Pipedrive

Zoho

Job description

Looking for a sales driven Commercial Insurance Agent who wants to to double our portoflio of Small Commercial customers over the next 12 months by managing the high value renewals, whole of account rounding, and winning referrals of new customers?

If you're a sales driven commercial insurance professional excited about attaining 100% of small commerical customer’s insurance wallet through building high quality relationships plus attaining referrals to double the businesses every year we are looking for you!

Why COVU is the Ultimate Platform for Your Career:

• A Career designed for success: At COVU, we acquire insurance agencies in all 50 states and have openings for small commercial portfolios in several states at this moment. We have doubled our business every year and plan to be a $1B independent agency/broker within the next 2 years. Each role is provided two dedicated staff reporting to them plus the latest in technology.
• A Culture of Responsibility, Accountability & Parallel interests: You'll run your assigned book, and your team, with the authority and accoutability you deserve. We believe in having parallel interests between the company and our Agents providing discretionary bonuses when our agents deliver great outcomes.

What You Will Achieve:

• Drive commercial business revenue by building relationships with your commerical customers during the renewal cycle in order to attain the highest revenue retention rates plus work to double the book revenue by whole of account rounding and attaining referrals.
• Work the new commercial customer opportunities generated by our personal lines teams and organic leads.
• Act as a trusted risk advisor: assess each prospect's exposures and recommend the right mix of coverage (GL, Property, BOP, Workers' Comp, Commercial Auto, Umbrella, and more).

Qualifications for this Role:

• Active P&C license with the market understanding in either: CA, TX or North Eastern States.
• 5+ years of demonstrated success as a licensed agent, with a focus on growing commercial lines.
• A proven track record of meeting and exceeding retention and new business targets.
• Deep understanding of commercial insurance products, policies and carrier underwriting guidelines in at least one of these three areas: CA, TX or North Eastern States.
• AMS proficiency: hands-on experience using agency management systems.
• CRM expertise: proven ability to manage a sales pipeline in modern CRM tools (e.g., Salesforce, HubSpot, Pipedrive, Zoho).

What Sets You Apart:

• A "hunter" mentality with a relentless drive to win.
• Exceptional communication and persuasion skills, with the ability to build rapport with business owners and close effectively.
• An entrepreneurial spirit and a desire to own your financial success.
• Ability to manage a small team dedicated to your commerical customers and business results.
• Comfort applying new technology.

The Rewards of Joining COVU:

• Fully remote work, offering true flexibility and autonomy.
• Spending 75%+ of your time in front of commercial customers rather than service or admin.
• Leading a dedicated team who support you and your targets.
• Competitive compensation: base salary plus a discretionary bonus.
• Medical, dental and vision insurance.
• Company-paid life and disability insurance.
• Generous paid time off and paid holidays.
• Opportunities for professional development and continuing education.

Please be advised that the use of any real-time AI assistance, screen-reading software or external aids during the application process is strictly prohibited. We use active detection methods to protect the integrity of our hiring process. Any violation of this policy will result in immediate termination of the interview and permanent disqualification of your candidacy.