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P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)
P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)TransGlobal • Diamond Bar, CA, USA
P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)

P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)

TransGlobal • Diamond Bar, CA, USA
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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.
  • Salary range: $58,000 - $69,000 per year.
  • Bonuses & commission opportunities
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P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai) • Diamond Bar, CA, USA

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