Commercial Lines Sales Specialist

Reposted 8 Days Ago
Be an Early Applicant
Akron, OH, USA
Hybrid
75K-120K Annually
Mid level
Agency • Insurance • Professional Services • Financial Services
The Role
Handle pre-qualified inbound commercial insurance leads: pre-qualify, advise, close or refer. Use carrier appetite knowledge and data to recommend solutions, complete ACORDs and applications, build client relationships, meet production goals, and leverage the agency's tech stack to streamline sales and service.
Summary Generated by Built In
COMMERCIAL LINES SALES SPECIALIST

The Allen Thomas Group is a growing independent insurance agency committed to delivering a modern, transparent, and client-focused experience.

We leverage cutting-edge technology and a proven lead generation system to help our team close more business — with no cold calling required. We are looking for a driven Commercial Lines Sales Specialist to join our team and help business owners protect what they’ve built. 


Role Overview 

The Commercial Lines Sales Specialist is responsible for converting inbound leads into bound commercial insurance policies across a range of industries and coverage lines — including general liability, commercial auto, BOP, workers’ compensation, professional liability, and more.

You will manage your own pipeline, respond quickly to new business opportunities, and deliver a consultative sales experience that differentiates our agency. This role is commission-based with uncapped earning potential and strong agency support. 


What Success Looks Like 
  • Quickly responding to and qualifying inbound commercial lines leads 

  • Identifying the right coverage solutions for businesses across diverse industries 

  • Effectively partnering with our team to maximize lead conversion 

  • Building trusted, long-term relationships with business owner clients 

  • Consistently meeting and exceeding monthly new business sales targets 

  • Leveraging our technology platform to streamline the proposal and binding process 

  • Contributing to the ongoing improvement of our commercial sales strategies 


Key Responsibilities Lead Management & Sales 
  • Respond promptly to inbound commercial lines leads generated through agency marketing channels. 

  • Qualify prospects, assess their risk exposures, and identify the right coverage solutions. 

  • Present multi-line proposals from multiple carriers in a clear, consultative manner. 

  • Follow up persistently to move prospects through the pipeline and close new business. 

  • Meet or exceed monthly production targets for new commercial lines written premium. 


Client Relationship & Account Development 
  • Deliver an exceptional client experience from first contact through policy issuance. 

  • Educate business owners on their coverage needs, risk exposures, and the value of an independent agency. 

  • Identify cross-sell opportunities within new and existing commercial accounts. 

  • Build a referral pipeline through consistently outstanding service and community engagement. 

  • Coordinate with account managers on smooth handoffs for ongoing service and renewal needs. 


Pipeline & Technology 
  • Maintain accurate, up-to-date commercial account records in the agency CRM system. 

  • Leverage carrier portals, raters, and quoting tools to generate competitive commercial proposals efficiently. 

  • Track activity, follow-up tasks, and pipeline metrics to maximize close rates. 

 Qualifications Required 
  • Active Property & Casualty insurance license. 

  • Minimum 2+ years of experience in commercial lines insurance sales. 

  • Proven track record of meeting or exceeding sales targets in a performance-driven environment. 

  • Strong communication, interpersonal, and consultative sales skills. 

  • Working knowledge of commercial lines products including GL, BOP, commercial auto, and workers’ comp. 

  • Proficiency with CRM systems and sales technology. 


Preferred 
  • Experience at an independent insurance agency with access to multiple commercial carriers. 

  • Familiarity with specialty or industry-specific commercial lines markets. 

  • Familiar with Applied Epic 

  • Insurance designations (CIC, CISR, CPCU, CRM) are a plus. 


The Mindset We’re Looking For  Sales Attributes: 
  • Hunter mentality — hungry to close business and drive growth 

  • Quick response time and a sense of urgency with inbound leads 

  • Persistent follow-through with a consultative, needs-based approach 

  • Self-starter who manages their own commercial pipeline effectively 

  • Adaptable and comfortable in a tech-driven, fast-paced environment 


Personal Attributes: 
  • Entrepreneurial spirit and drive 

  • Client-first mindset with genuine interest in protecting businesses 

  • Coachable and eager to grow with the agency 

  • Detail-oriented with strong organizational habits 

  • Team-oriented and collaborative 


What We Provide 
  • Quality inbound commercial leads — no cold calling required 

  • Comprehensive tech stack to support your success 

  • Uncapped commission structure — the more you sell, the more you earn 

  • First-year earning potential: $100,000+ for top performers 

  • Comprehensive benefits package including health, dental, and vision 

  • IRA retirement plan 

  • Ongoing training, development, and licensing support 

  • Collaborative team culture with a modern, tech-forward approach 


How to Apply 

Please submit your resume and a brief cover letter describing your commercial lines sales experience and what you would bring to our team. We will review all applications and will be in touch with qualified candidates promptly. 

Skills Required

  • 3+ years of commercial insurance experience directly advising clients
  • Advanced understanding of commercial insurance markets nationwide
  • Deep knowledge of carrier appetites and relationships across multiple states
  • Strong analytical skills to evaluate leads against carrier appetites and risk preferences
  • Demonstrated ability to pre-qualify opportunities efficiently
  • Proficiency in completing ACORDs and Supplemental Applications
  • Strong technical aptitude and comfort with digital communication tools
  • Property & Casualty License
  • Experience working in a technology-driven environment
  • Excellence in consultative selling and relationship building
  • Self-motivated with proven ability to manage time effectively
  • Experience with lead management and qualification systems
  • Comfort with virtual meeting platforms and digital communication tools
  • Experience with agency management systems and digital workflows
  • Understanding of digital marketing and lead nurturing processes
  • Proficiency in remote client engagement and relationship building
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The Company
8 Employees
Year Founded: 2003

What We Do

The Allen Thomas Group is an independent insurance agency based in Akron, Ohio, founded in 2003. The agency provides customized personal and commercial insurance solutions, including auto, home, life, and business coverage. By partnering with over 15 A-rated carriers, they offer tailored insurance options to individuals and businesses across 27 states, ensuring clients receive competitive rates and comprehensive protection.

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