P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai) at TRANSGLOBAL INSURANCE AGENCY INC

Monrovia, California, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

69000.0

Posted On

28 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property And Casualty Insurance, Commercial Insurance, Sales Lead Generation, Client Relationship Management, Risk Management, Cross-Selling, Rating System Proficiency, Documentation, Carrier Risk Appetites, Underwriting Guidelines, Negotiation, Presentation Skills, Self-Motivation, Microsoft Windows Suite, Agency Management System

Industry

Financial Services

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. Pay starts at 58K to 69K/year depending on experience and location Bonuses & commission opportunities

Responsibilities

The P&C Commercial Line Sales Agent is tasked with actively generating new commercial insurance sales leads, presenting proposals, closing sales, and developing existing accounts through cross-selling. This role also involves maintaining client relationships and ensuring compliance with industry standards.