Overview In this role you drive revenue for CBIZ by owning the full sales cycle for commercial lines, from prospecting to close. You will build a robust pipeline, engage decision-makers with consultative insurance solutions, and ensure a smooth handoff to client service. You collaborate across teams to deliver a superior client experience and uncover cross-selling opportunities. This is a growth-focused, client-facing role that supports CBIZ's mission to help clients manage risk and accelerate growth.
Responsibilities- Execute full-cycle sales from prospecting to closing new commercial lines deals
- Develop and maintain a robust pipeline through networks, COIs, referrals, and marketing drives
- Conduct discovery and consultative sales conversations
- Set and lead client appointments; negotiate terms and close deals
- Track sales activity and pipeline in Salesforce; use Sagitta or similar P&C systems
- Hand off new clients to client service team while maintaining relationship oversight
- Collaborate with internal teams to deliver exceptional client experience and identify cross-selling opportunities
- Provide market intelligence, pricing trends, and emerging opportunities to leadership
Key requirements- High School Diploma or GED; licenses/credentials required
- Some relevant industry experience
- Must be able to travel as needed
- Excellent verbal and written communication; negotiation and presentation skills
- Proficiency with required technology; Salesforce experience preferred
- Ability to build executive-level relationships and influence decision-makers
- Experience in B2B commercial sales, ideally in insurance brokerage or related services
- strong communication
- negotiation
- relationship-building
- self-driven and proactive
- Salesforce
- Sagitta (P&C agency management system)
