Description
YOUR ROLE
We are looking for an experienced Commercial Insurance Sales Representative with a strong background in Excess & Surplus (E&S) lines and a passion for leveraging digital tools to streamline the quoting and binding process. In this role, you will be responsible for developing and managing a book of business, focusing on hard-to-place risks while utilizing digital platforms and insurtech solutions to enhance efficiency and customer experience.
WHAT YOU'LL DO
Sales & Business Development
- Prospect and generate new business opportunities, targeting small businesses with E&S insurance needs.
- Educate small business owners on risk exposure and recommend appropriate coverage solutions.
- Leverage digital tools and insurtech platforms to streamline the quoting, binding, and policy issuance process.
- Build strong relationships with wholesalers, MGAs, and E&S carriers to place hard-to-insure risks.
- Meet or exceed sales targets while maintaining a high standard of customer service.
Account Management & Client Service
- Serve as the primary point of contact for clients post-sale, handling endorsements, renewals, and coverage changes.
- Proactively address client inquiries, policy updates, and claims assistance.
- Conduct annual policy reviews and recommend coverage adjustments based on business growth or changing risks.
- Ensure compliance with all regulatory and carrier requirements while maintaining accurate records.
Requirements
Your Location:
These roles are fully remote, with the exception of onboarding and other optional in-office events. Qualified applicants must reside in certain states, as listed in the application questionnaire.
States in which we hire:
Florida Massachusetts Oklahoma Virginia Georgia Michigan Pennsylvania Wisconsin Illinois Missouri South Carolina Indiana North Carolina Tennessee Kansas Ohio Texas
Skills & Experience
- Experience: 3+ years in commercial insurance sales, with a focus on E&S business.
- Digital Expertise: Familiarity with digital platforms for E&S quoting and binding.
- Industry Knowledge: Strong understanding of underwriting guidelines, risk assessments, and carrier appetites for E&S placements.
- Sales & Communication Skills: Proven ability to prospect, negotiate, and close deals while building long-term client relationships.
- Licensing: Active P&C license (additional surplus lines license preferred or willingness to obtain)
Physical Requirements
- Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.
- Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.
The expected starting salary range for this role at Bold Penguin is $55,000 to $73,000. This position offers a competitive salary range that may vary based on experience and qualifications.
Summary
Bold Penguin is a leading integrated digital solution platform dedicated to simplifying small commercial insurance. Our technology makes the quote and bind process quick, effortless, and profitable for all parties - agents, brokers, and carriers. Bold Penguin's innovative product suite has digitized and transformed a slow, manual process resulting in reduced costs, increased efficiency, and better overall outcomes. For more information, please visit www.boldpenguin.com .
Or, simply put.... We simplify commercial insurance.
Benefits
We offer competitive compensation and progressive benefits that include:
- Medical, Dental, and Vision
- Flexible PTO Policy
- 401(k) with a company match
- Employee Assistance Program
- Parental Leave
- Disability and Life Benefits
Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference and hold all-hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
Bold Penguin believes in inclusion. That's why we're proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page .
Top Skills
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