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

TransGlobal Holdings Co.; Fremont (CA); On-site; USD 58,000 - 69,000; Full time

Benefits offered by this job

Bonuses & commission opportunities

Job summary

TransGlobal Holdings Co. in Fremont, CA is seeking a P&C Commercial Line Sales Agent to identify and acquire new business in the commercial insurance sector. You will build client relationships, present tailored risk management solutions, and drive revenue growth.

The role requires a proactive, goal-driven professional with strong sales acumen, a valid P&C license, and bilingual ability in English and Mandarin Chinese or Thai. You will manage multiple clients and pursue cross-sell opportunities.

Qualifications

• Active Property & Casualty license required.
• 2+ years of experience in commercial insurance.
• Bilingual in English and Mandarin Chinese or Thai.
• Strong sales, negotiation, and relationship-building skills.
• Excellent communication and presentation abilities.
• Self-motivated with the ability to work independently and drive results.
• Proficient knowledge of Windows and Agency Management System.
• Ability to manage multiple clients and priorities effectively.

Responsibilities

• Actively generates new sales leads through referrals and converts them to clients.
• Present proposals, close sales, and complete exposure analyses.
• Develop accounts and cross-sell within P&C department.
• Utilize carrier rating systems provided to the agency.
• Maintain documentation for clients and prospects.
• Identify carrier risk appetites and underwriting guidelines.
• Respond promptly to client inquiries and requests.
• Attend trainings to keep skills up-to-date.
• Ensure compliance with company policies and ethical standards.

Education

P&C Insurance License

Tools

Microsoft Windows Suite

Agency Management System

Job description

GENERAL FUNCTION / SUMMARY

The P&C Commercial Line Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector. This role requires a proactive, goal-driven professional with strong sales acumen and a deep understanding of commercial insurance products. The Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to revenue growth.

MAJOR DUTIES AND RESPONSIBILITIES

• Actively generates new sales leads through referrals, obtains all necessary information to turn leads into prospects and clients.
• Present proposal to prospect and client, closes sales and completes exposure analysis.
• Develop accounts and cross-sell products and services within the P&C Department and/or All-in-One Platform.
• Be proficient in available to carrier rating system were provided for agency use.
• Maintain the proper documentation for existing and prospective clients.
• Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines.
• Respond to client inquiries, incoming mail, and company requests on a timely basis.
• Attend training sessions and courses to maintain up-to-date skills and knowledge.
• Ensure compliance with company policies and industry standards while maintaining high ethical service practices.

BASIC QUALIFICATIONS

• Active Property & Casualty (P&C) insurance license
• 2+ years of experience in commercial insurance
• Bilingual in English and one of the following: Mandarin Chinese or Thai
• Strong sales, negotiation, and relationship-building skills.
• Excellent communication and presentation abilities.
• Self-motivated with the ability to work independently and drive results.
• Proficient knowledge of Microsoft Windows Suite and Agency Management System
• Ability to manage multiple clients and priorities effectively.

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
• Impactful Work: Help individuals and families achieve financial security and generational wealth.

WHAT WE OFFER

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• Salary range: $58,000 - $69,000 per year.
• Bonuses & commission opportunities