Commercial Insurance Producer | Property & Casualty

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    "CorporateDescriptionStr": "<p>CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to&nbsp;accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.</p>\n<p>CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.</p>\n<p>Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.</p>",
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    "ExternalResponsibilitiesStr": "<p><span style=\"font-size: 11pt;\">Overview:&nbsp;</span></p><p><span style=\"font-size: 11pt;\">The Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong pipeline and secure new client partnerships. The ideal candidate brings a proven track record in B2B commercial sales, thrives in a competitive environment, and demonstrates the ability to influence decision-makers while delivering tailored risk management and insurance solutions.</span></p><p><span style=\"font-size: 11pt;\"><strong>Essential Functions and Primary Duties&nbsp;</strong></span></p><ul><li><span style=\"font-size: 11pt;\">Drive new business revenue by executing a full-cycle sales approach, including:</span></li><li><span style=\"font-size: 11pt;\">Cold calling and outbound prospecting</span><ul style=\"list-style-type: square;\"><li><span style=\"font-size: 11pt;\">Discovery and consultative sales conversations</span></li><li><span style=\"font-size: 11pt;\">Setting and leading client appointments</span></li><li><span style=\"font-size: 11pt;\">Negotiating terms and closing deals</span></li></ul></li><li><span style=\"font-size: 11pt;\">Consistently achieve or exceed annual new revenue and production goals</span></li><li><span style=\"font-size: 11pt;\">Build and maintain a robust pipeline of qualified commercial prospects through:</span><ul style=\"list-style-type: square;\"><li><span style=\"font-size: 11pt;\">Personal networks and referrals</span></li><li><span style=\"font-size: 11pt;\">Centers of influence (COIs)</span></li><li><span style=\"font-size: 11pt;\">Internal partnerships and cross-sell opportunities</span></li><li><span style=\"font-size: 11pt;\">Marketing and lead generation initiatives</span></li></ul></li><li><span style=\"font-size: 11pt;\">Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs</span></li><li><span style=\"font-size: 11pt;\">Develop and cultivate executive-level relationships with key decision-makers across target organizations</span></li><li><span style=\"font-size: 11pt;\">Effectively track all sales activity, pipeline progression, and client interactions within Salesforce</span></li><li><span style=\"font-size: 11pt;\">Utilize and adapt to Sagitta (preferred) or other P&amp;C agency management systems to support sales and transition processes</span></li><li><span style=\"font-size: 11pt;\">Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers</span></li><li><span style=\"font-size: 11pt;\">Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship</span></li><li><span style=\"font-size: 11pt;\">Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines</span></li><li><span style=\"font-size: 11pt;\">Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities</span></li><li><span style=\"font-size: 11pt;\">Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth</span></li></ul><p><span style=\"font-size: 11pt;\">&nbsp;</span></p><p><span style=\"font-size: 11pt;\"><strong>Preferred Qualifications</strong></span></p><ul><li><span style=\"font-size: 11pt;\">&nbsp;Bachelor’s Degree preferred</span></li><li><span style=\"font-size: 11pt;\">Active Property &amp; Casualty (P&amp;C) License required or ability to obtain</span></li><li><span style=\"font-size: 11pt;\">Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services</span></li><li><span style=\"font-size: 11pt;\">Experience using Salesforce&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Experience with Sagitta or similar P&amp;C agency management systems (preferred)</span></li></ul>",
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