TransGlobal Holding Co. · 1 month ago
P&C Sales Agent, Commercial Line (Bilingual in Chinese/Thai)
Fremont, CA
Full-time
Onsite
Entry, Mid Level
$58K/yr - $69K/yr
2+ years expTransGlobal Holding Co. is a leading Asian-focused financial services platform in the U.S. The P&C Commercial Line Sales Agent is responsible for identifying and acquiring new business opportunities in the commercial insurance sector while building and maintaining client relationships to contribute to revenue growth.
Financial ServicesLendingProfessional ServicesWealth Management
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
Qualification
Required
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
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
Bonuses & commission opportunities
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase