Bilingual P&C Sales Producer

Posted 8 Days Ago
Be an Early Applicant
Rochester, NY, USA
In-Office
60K-70K Annually
Junior
Fintech • Insurance
Next Insurance provides affordable and customizable policies to small business owners.
The Role
Advise Spanish- and English-speaking small business owners on commercial property and casualty insurance. Manage the sales pipeline from initial contact through binding, maintain accurate CRM records, identify cross-sell and coverage-gap opportunities, coordinate quotes with carriers and internal teams, build referral relationships, and meet monthly production goals.
Summary Generated by Built In

Location: Rochester (hybrid)


ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. 


Simply put, wherever you find small businesses, you’ll find ERGO NEXT.


Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.


As a Commercial Insurance Advisor, you’ll be the person they turn to when they need to protect what they’ve built, helping them understand their risks and find coverage that fits, in whichever language they’re most comfortable using.

 

What You’ll Do:

  • Run consultative conversations with small business owners in Spanish and English and recommend coverage that fits their business
  • Manage your own pipeline from first contact through bind, with disciplined follow-up and a CRM that's always current
  • Identify cross-sell and coverage-gap opportunities and explain in plain language why they matter
  • Build lasting relationships with clients, carrier partners, and referral sources in the Spanish-speaking business community
  • Partner with internal teams and carriers to deliver accurate, timely quotes
  • Hit monthly production goals 
  • Take on other projects and duties as assigned

What we need: 

  • Professional fluency in Spanish and English, spoken and written. You can explain coverage to a client in either language
  • 2+ years of Commercial P&C experience in sales, service, or underwriting
  • An active Property & Casualty license, and the ability to obtain and maintain additional state licenses as needed
  • Comfort in a fast-paced, high-volume environment
  • Genuine curiosity about how small businesses work
  • The organizational discipline to own a pipeline without being chased

Unstoppable Qualities: 

  • A track record of meeting or beating quota, in insurance or any other industry
  • Hands-on experience with specialty lines such as EPLI, E&O, D&O, Cyber, or Excess & Surplus placements
  • Experience serving Spanish-speaking small business owners
  • Tech forward: you adopt new tools quickly and bring ideas for working more efficiently
  • A motivated self-starter who does better with autonomy than supervision

Note on Fraudulent Recruiting
We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. 
Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. 
If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. 
 

The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

US annual base salary range for this full-time position:
$60,000—$70,000 USD

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Skills Required

  • Professional fluency in Spanish and English, spoken and written
  • At least 2 years of commercial property and casualty experience in sales, service, or underwriting
  • Active Property and Casualty license
  • Ability to obtain and maintain additional state licenses as needed
  • Ability to work effectively in a fast-paced, high-volume environment
  • Organizational discipline to independently manage a sales pipeline
  • Track record of meeting or exceeding quota
  • Experience with specialty insurance lines such as EPLI, E&O, D&O, Cyber, or Excess and Surplus placements
  • Experience serving Spanish-speaking small business owners
  • Ability to quickly adopt new technology and tools

NEXT Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NEXT Insurance and has not been reviewed or approved by NEXT Insurance.

  • Healthcare Strength — Medical coverage is often described as fully paid for employees and dependents, with dental and vision highlighted as strong inclusions. Feedback suggests health benefits are a standout element of the total rewards package.
  • Parental & Family Support — Paid parental leave for birth and non-birth parents is characterized as generous and modern. Feedback suggests family benefits complement core health coverage and add meaningful value.
  • Fair & Transparent Compensation — Pay is considered competitive in higher-skilled tech and product roles, with total compensation seen as solid relative to peer insurtech employers. Feedback suggests perceptions of pay fairness trend moderate-to-positive overall.

NEXT Insurance Insights

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The Company
HQ: Palo Alto, CA
651 Employees
Year Founded: 2016

What We Do

The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t. When you’re running your own business, you’re placing a huge bet on yourself. Your ideas, your passion, your blood, sweat and tears define your success. Next Insurance was created to give your business the coverage it deserves. Simple, affordable and tailored. So no matter what you do, no matter how you define success, we’re right there, next to you. Behind our groundbreaking AI-based technology there are hundreds of us. Data scientists, insurance advisors, product managers, designers & more. We are passionate about helping businesses achieve their goals & are committed to serve the needs of business owners. Even our three founders started their path as small business owners so they have been there and are committed to supporting the journey of your business.

Why Work With Us

Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, customer-focused, and willing to challenge the status quo, Next Insurance might just be your next journey.

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