Commercial Lines Sales Executive

Jonus Group; Belgrade (MT); On-site; USD 60,000 - 100,000; Full time

Job summary

Jonus Group, based in Belgrade, Montana, is seeking a Commercial Lines Sales Executive to grow the client base and build lasting relationships. You will identify opportunities, perform risk assessments, and tailor coverage with underwriting input to protect client operations and employees.

The role emphasizes consultative selling, market awareness, and collaboration with marketing and account teams to achieve sales goals while delivering outstanding service.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field.
• Active state Property & Casualty insurance license is required.
• Designations such as CIC, ARM, CPCU, or similar are desirable.

Responsibilities

• Develop and maintain strong relationships with commercial clients.
• Identify and pursue new business opportunities via networking and referrals.
• Assess client needs and tailor insurance solutions.
• Collaborate with underwriting to customize coverage options.
• Handle renewals, endorsements, and claims support.
• Monitor market trends and regulatory changes to advise clients.
• Coordinate with marketing and account management to meet sales goals.
• Record sales activities in CRM and monitor targets.
• Represent the company at events to enhance visibility.

Skills

Licensed Insurance Producer

Commercial Lines

Sales & Negotiation

CRM Proficiency

Risk Assessment

Communication Skills

Organizational Skills

Relationship Management

Education

Bachelor's degree in Business Administration or Finance

Tools

CRM software

Job description

Job Description: Commercial Lines Sales Executive

Job Summary

Seeking an enthusiastic and results-driven Commercial Lines Sales Executive to join a dynamic sales team. This role focuses on building and maintaining strong client relationships, effectively selling commercial insurance products, and contributing to the growth and success of the organization. Serve as a trusted advisor to businesses, helping them identify risks and tailor insurance solutions that protect their operations and employees.

Responsibilities

• Client Relationship Management: Actively develop and maintain strong relationships with new and existing commercial clients to position the company as their trusted insurance partner.
• Prospecting & Lead Generation: Identify and pursue new business opportunities through networking, referrals, and outbound prospecting to drive sales growth.
• Consultative Selling: Understand client needs, perform thorough risk assessments, and recommend tailor-made insurance solutions.
• Policy Development: Collaborate with underwriting teams to ensure customized coverage options meet client requirements.
• Account Servicing: Provide responsive and attentive customer service, assisting with policy renewals, endorsements, and claims when necessary.
• Market Awareness: Stay up-to-date on market trends, competitive products, and changes in insurance regulations to offer informed advice to clients.
• Team Collaboration: Work closely with internal departments, including marketing and account management, to meet sales goals and fulfill business objectives.
• Performance Tracking: Consistently achieve or exceed sales targets, maintaining detailed records of sales activities in the company's CRM system.
• Community Engagement: Represent the company at industry events, conferences, and local community functions to enhance brand visibility and credibility.

Qualifications/Requirements

Required Skills and Experience:

• Proven experience as a licensed Insurance Producer or similar role in the commercial lines insurance industry.
• Strong understanding of commercial lines insurance products, risk management, and underwriting principles.
• Exceptional sales, negotiation, and communication skills.
• Ability to build lasting relationships with diverse clientele, fostering trust and loyalty.
• Analytical thinker with the ability to assess risks and tailor solutions effectively.
• Solid organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency in using CRM software and other sales tools to track activity and performance metrics.

Education/Certification Requirements:

• Bachelor's degree in Business Administration, Finance, or a related field (or equivalent professional experience).
• Active state insurance license(s) for Property & Casualty (required).
• Additional designations or certifications (e.g., CIC, ARM, CPCU, or similar) are highly desirable.

Preferred Qualifications:

• Multilingual candidates are strongly encouraged to apply.
• Existing network and established relationships within the insurance or business community.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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