Hybrid Commercial Insurance Growth Hunter

CG Financial Services; Haslett (MI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid time off

401(k) plan

Health benefits

Life insurance

Free financial planning for employees

Volunteer opportunities

Job summary

CG Financial Services in Haslett, MI, seeks a Commercial Sales Specialist to drive new commercial insurance business from a hybrid work model. You will build a robust pipeline, pursue prospects, and convert relationships into placed accounts, coordinating with underwriters and service teams to ensure smooth onboarding.

The ideal candidate has 3+ years of commercial insurance sales, a MI P&C license (or ability to obtain), and a proven ability to self-generate leads while leveraging a CRM.

Qualifications

• 3+ years of commercial insurance sales experience with a proven track record of new business production.
• Active Property & Casualty producer license in Michigan or ability to obtain promptly.
• Working knowledge of commercial coverage lines: BOP, GL, commercial property, workers' comp, auto, umbrella, and specialty/E&O.
• Self-generating leads and building a referral network from scratch.
• Experience with a CRM-driven sales process and pipeline reporting.

Responsibilities

• Prospect and generate new commercial lines business through cold outreach, networking, referral partnerships, and COIs.
• Build and manage a pipeline of qualified commercial prospects, track activity and conversion.
• Assess exposures and design coverage packages across multiple lines.
• Develop a territory or vertical-specific business development plan with targets.
• Partner with carrier underwriters to market accounts, negotiate terms, and placements.
• Coordinate with Service Team and Commercial Account Manager to onboard new accounts after sale.
• Represent CG Financial Services at events to build brand visibility and referrals.
• Identify business services opportunities for CG's Wealth Management Advisors.
• Meet or exceed new business production goals.
• Maintain accurate pipeline data for leadership review.

Skills

Hunter sales

Lead generation

CRM reporting

Prospecting

Networking

Education

Bachelor's degree

CIC designation

CPCU designation

CRIS designation

Tools

CRM software

Job description

CG Financial Services in Haslett, MI, seeks a Commercial Sales Specialist to drive new commercial insurance business from a hybrid work model. You will build a robust pipeline, pursue prospects, and convert relationships into placed accounts, coordinating with underwriters and service teams to ensure smooth onboarding.

The ideal candidate has 3+ years of commercial insurance sales, a MI P&C license (or ability to obtain), and a proven ability to self-generate leads while leveraging a CRM.