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CBIZ logo

Commercial Lines Producer | Property & Casualty

CBIZ
Posted May 28, 2026, 1:57 AM UTC
🇺🇸United States🏢Hybrid📁Other
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#LI-SK1 #LI-Hybrid Essential Functions and Primary Duties Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources Document activity, notes, and prospect data in appropriate CBIZ systems Develop and present recommendations to clients based upon consultative selling approach Appropriately close for new business, documenting won and lost opportunities and reasons Seamlessly transition sold clients to designated client service team Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers As appropriate, work with client service team to serve client and retain business Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence Identify, initiate, and support cross serving leads to other CBIZ business developers Responsible for meeting annual sales goals if applicable to position Additional responsibilities as assigned Preferred Qualifications Bachelor's Degree Minimum Qualifications High School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs

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