Commercial Insurance Producer
An established and growth-focused insurance organization is seeking an experienced Commercial Insurance Producer to join its Santa Ana, California team. This is an opportunity for a relationship-driven insurance professional who enjoys developing new business, building lasting client relationships, and delivering commercial insurance solutions tailored to the needs of businesses and organizations.
The ideal candidate is a self-motivated producer who can identify opportunities, develop relationships, manage the sales process, and work collaboratively with account management and carrier partners to deliver a high level of service. This individual will prospect within the market, uncover client needs, develop coverage strategies, coordinate submissions and proposals, and work closely with internal service teams to ensure a smooth transition from prospect to client.
The position offers the opportunity to leverage the resources of a larger insurance organization while maintaining a strong focus on local relationships and client service. The organization has access to a broad network of insurance professionals and operates with a focus on lifelong client partnerships and meaningful impact within the communities it serves.
Key Responsibilities
- Develop and execute a consistent strategy for generating new commercial insurance business
- Prospect for new clients through networking, referrals, existing relationships, community involvement, and other business development activities
- Build and maintain relationships with business owners, executives, referral partners, and other centers of influence
- Conduct discovery meetings to understand a prospect's business, exposures, objectives, and insurance needs
- Develop comprehensive commercial insurance solutions based on client needs and risk profile
- Prepare and coordinate submissions, applications, proposals, and presentations
- Market new business opportunities with appropriate insurance carriers and underwriting partners
- Present coverage recommendations and insurance solutions to prospective clients
- Negotiate terms, pricing, and coverage options with carriers as appropriate
- Manage the sales process from initial prospecting through closing and account transition
- Collaborate with Commercial Account Managers and internal service teams to ensure a smooth onboarding process
- Maintain regular communication with prospects and clients throughout the sales cycle
- Identify opportunities to expand relationships through additional commercial insurance products and services
- Maintain accurate prospect, activity, and pipeline information within the agency's systems
- Stay current on commercial insurance products, market conditions, carrier appetite, and industry trends
- Participate in local business and community organizations to strengthen professional relationships and generate referral opportunities
- Contribute to the continued growth and development of the agency
Required Qualifications
- Proven experience in commercial property and casualty insurance sales or production
- Active California Property & Casualty insurance license
- Demonstrated ability to develop new business and build a sustainable prospect pipeline
- Strong understanding of commercial insurance products, coverages, and risk exposures
- Ability to identify client needs and translate those needs into appropriate insurance solutions
- Strong prospecting, networking, presentation, negotiation, and closing skills
- Established relationships within the local business community and/or commercial insurance marketplace preferred
- Strong written and verbal communication skills
- Ability to manage multiple prospects, opportunities, and client relationships simultaneously
- Self-motivated and entrepreneurial approach to business development
- Strong organizational and follow-through skills
- Ability to collaborate effectively with account management, service, underwriting, and agency leadership teams
Preferred Qualifications
- Existing book of business or established commercial client relationships
- Experience working with middle-market or complex commercial accounts
- Experience in an independent agency or brokerage environment
- Established relationships with commercial insurance carriers and underwriters
- Experience developing referral partnerships and centers of influence
- Industry designations such as CIC, CPCU, or ARM
This is a strong opportunity for a commercial insurance producer who wants to build relationships, develop new business, and grow alongside an established organization with broader resources and capabilities. For immediate consideration, please contact Kyle Meyer directly.
About The Agency Recruiting
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
Equal Employment Opportunity Statement
The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.