Commercial Lines New Business Specialist (Customer Support)

TROXELL; Springfield (IL); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Hybrid work

PTO & holidays

Parental leave

Tuition support

Licensing & CE paid

Referral bonuses

Career growth

Team events

Job summary

Troxell, a longtime Illinois insurance agency, seeks a Commercial Lines New Business Specialist in Springfield. You will coordinate product quotations for client proposals, review adequacy and accuracy, and provide guidance to management, producers, and clients.

The role emphasizes building strong relationships with risk managers, clients, and carriers to increase revenue and ensure services meet client needs. A license and strong communication are essential; hybrid work is available.

Qualifications

• High School Diploma or GED required; advanced training at technical, business, or college level is highly desired.
• 0-3 years of experience in the insurance industry or a related field is desired.
• Property & Casualty License at hire or within 180 days of hire. Must maintain during employment.
• Excellent written and verbal communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
• Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.

Responsibilities

• Conduct detailed surveys to identify customer insurance needs, review existing policies, risk plans, property, products, and records.
• Prepare sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons.
• Work with risk managers to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
• Maintain extensive contact in person, by phone and mail with agents, prospects, service line personnel, and division managers to facilitate effective product customer service.
• Maintain electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters.
• Attend sales meetings as required.
• Keep informed through vigilant review and appraisal of industry development and competitive markets, participate in carrier and agency training meetings and sessions, and maintain appropriate license.
• Perform special projects at management’s request.

Skills

Customer service

Communication

Organization

Reading & interpreting policies

Analytical thinking

MS Office / Excel

Education

High School Diploma or GED

Technical/Business/College training

Job description

Commercial Lines | New Business Specialist | Springfield, IL

Be Part of Something Meaningful at Troxell

Since 1887, Troxell has been helping individuals, families, and businesses protect what matters most and plan for the future. With deep roots in our local communities and a forward-thinking mindset, we blend over a century of expertise with a modern passion for innovation, people, and purpose.

We're not just an insurance agency — we’re educators, advocates, and problem solvers committed to making a real difference. With three locations across Illinois, we proudly serve clients in all 50 states, always striving to deliver exceptional impact in everything we do.

If you're driven to help others, eager to grow, and ready to be part of something meaningful, Troxell is where you belong!

What We Offer

• Health, Dental, & Vision Coverage
• 401(k) with Employer Match
• Hybrid Work Options
• Generous PTO + Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement + 100% Paid Licensing & CE
• Referral Bonuses (for people and business!)
• Career Growth & Professional Development
• Fun Team Events & Community Involvement

About The Role

The New Business Specialist will coordinate the handling and processing of product quotations for the client policy proposals, including reviewing for adequacy, completeness, and accuracy. Also provides guidance, assistance, and follow-up in all aspects of customer service requests from management, producers, or clients. Will develop and maintain favorable relationships with risk managers, clients, and carriers in order to increase revenue, and ensure that organizational services consistently meet client needs.

What You’ll Be Doing (Essential Responsibilities)

• Conduct detailed surveys to identify customer insurance needs, review existing policies, risk plans, property, products, and records. Expected to achieve annual risk manager sales plan objectives.
• Prepare sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons.
• Work with risk managers to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
• Maintain extensive contact in person, by phone and mail (electronic/postal), with agents, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
• Maintain electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters. Attend sales meetings as required.
• Keep informed through vigilant review and appraisal of industry development and competitive markets, participate in carrier and agency training meetings and sessions, and maintain appropriate license.
• Perform special projects at management’s request.

You Will Succeed by:

Working Together. Collaborative | Inclusive | Open Communication

Creating WOW. Professional | Consistent | Passionate

Earning Trust. Positive | Empathy | Respect

Embracing Innovation. Proactive | Problem solvers | Openminded

What You’ll Bring To Us

• High School Graduate or GED required. Advanced training at technical, business, or college level is highly desired.
• 0-3 years of experience in the insurance industry or a related field is desired.
• Property & Casualty License at hire or within 180 days of hire. Must maintain during employment.
• Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
• Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.

What We Need From You

• Full-time
• Hours are 8:00 am to 4:30 pm
• This position is eligible for hybrid work
• Travel: None

The Fine Print

• Work is typically performed in a standard office setting with no travel required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• May be required to work more hours than normally expected during a regular workweek.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice

TROXELL is an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.