Job Title: Commercial Lines ProducerLocation: Hamilton, ON (Hybrid)Reports To: VP, Commercial Sales & VP, Group Benefit and Retirement SolutionsEmployment Type: Full-TimeCompensation: Competitive base salary + performance bonuses + benefitsBenefits: Health, dental, vision, paid time off, and professional development opportunitiesAbout the RoleOur client, a rapidly growing independent insurance brokerage, is seeking a highly organized and proactive Commercial Lines Producer to support the Commercial Lines & Employee Benefits department in achieving revenue targets and organizational goals. This position offers a dynamic opportunity to work alongside industry experts while gaining invaluable experience in the commercial insurance sector.You will assist in the execution of sales strategies, handle administrative duties, and ensure seamless operations for the sales team. You will act as the first point of contact for new producers, provide ongoing support for the sales process, and help drive new business development through effective lead generation and relationship-building.Key ResponsibilitiesSales Reporting and CoordinationSupport the new business and client retention efforts by preparing reports, presentations, and other supporting documents for the sales teamGenerate and distribute sales reports and documentation, ensuring alignment with key sales initiativesAttend sales meetings, take detailed notes, and follow up on action items or tasks that need to be addressedCoordinate with the Sales Team to organize prospecting activities and sales strategiesAssist with preparing and delivering reports for management presentationsProducer OnboardingAssist in the onboarding process for new producers, ensuring all mandatory training and system setup is completedServe as the first point of contact for new producers, addressing questions and providing timely supportWork with Human Resources to continuously improve the onboarding plans and processesProvide hands-on training for sales-related tools (Zywave, Zoom Info, Bignition)General Administrative SupportProvide direct administrative support to the VP, Commercial Sales and VP, Group Benefit and Retirement SolutionsManage calendars, coordinate meetings, arrange travel, and handle related logistics for the executive teamReview and edit documents, presentations, and correspondence for accuracy and professionalismHandle incoming mail, prioritize correspondence, and escalate issues as neededPrepare and manage travel schedules, booking arrangements, and reservations for executives and sales staffMaintain up-to-date records in CRM systems, ensuring accurate client data and interaction historyClient Prospecting and Lead GenerationGenerate and qualify leads through various prospecting strategies, including networking, research, and cold callingReview applications and collaborate with the service team to update policy changes and renewalsCultivate relationships with clients, underwriters, and internal team members to identify business opportunitiesAssist with the marketing and placement of commercial insurance policies, ensuring alignment with clients' needsStay informed on current insurance market trends, continuously improving the ability to address client needsUtilize CRM tools to track lead progress and update client informationWork with your Service Support team to ensure clients' needs are met and any issues are resolved promptlyAssist in responding to client inquiries, gathering underwriting information, and conducting necessary researchSales and Relationship BuildingPresent the companys value proposition effectively to potential clients and stakeholdersBuild and maintain strong, ongoing relationships with clients, helping to identify and solve their insurance needsContinually develop and maintain a comprehensive prospecting and sales plan to support business growthWork collaboratively with sales and service teams to identify opportunities for cross-selling and upsellingMarket Development and NetworkingActively participate in networking events, meetings, and other activities to drive new business opportunitiesMaintain and develop relationships with Centers of Influence (COIs), industry partners, and key stakeholdersShare knowledge and insights on sector-specific trends, positioning the company as a leader in the industryWhat Were Looking ForPost-Secondary Diploma in Business Administration or a related discipline4-5 years of experience in a sales support, administrative, or commercial insurance roleProven experience in sales, business development, or customer relationship management (CRM) systemsStrong attention to detail, organizational, and time management skillsProficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)Excellent verbal and written communication skillsAbility to handle multiple priorities and deadlines in a fast-paced environmentFamiliarity with sales-related software (e.g., Zywave, Zoom Info, Bignition)Creative problem-solving skills and the ability to negotiate effectivelyAbility to influence and build relationships with clients, peers, and managementMotivated, target-driven, and able to work independently and within a team environmentExperience with social media and networking platforms, especially LinkedInComfort and confidence in virtual and in-person sales interactionsWhy You Should ApplyCompetitive Salary: Attractive base salary with performance-based incentivesComprehensive Benefits: Health, dental, vision, and life insuranceCareer Growth: Opportunity to advance within the company as the sales team growsProfessional Development: Ongoing training and support for licensing and industry certificationsFlexible Work Environment: Hybrid work model offering a balance of in-office and remote work
Job Title
Commercial Insurance Agent