Commercial Lines Producer | Property & Casualty
CBIZ
Salary undisclosed
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Description
Overview:
The Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong pipeline and secure new client partnerships. The ideal candidate brings a proven track record in B2B commercial sales, thrives in a competitive environment, and demonstrates the ability to influence decision-makers while delivering tailored risk management and insurance solutions.
Essential Functions and Primary Duties
- Drive new business revenue by executing a full-cycle sales approach, including:
- Cold calling and outbound prospecting
- Discovery and consultative sales conversations
- Setting and leading client appointments
- Negotiating terms and closing deals
- Consistently achieve or exceed annual new revenue and production goals
- Build and maintain a robust pipeline of qualified commercial prospects through:
- Personal networks and referrals
- Centers of influence (COIs)
- Internal partnerships and cross-sell opportunities
- Marketing and lead generation initiatives
- Position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to clients’ commercial risk and insurance needs
- Develop and cultivate executive-level relationships with key decision-makers across target organizations
- Effectively track all sales activity, pipeline progression, and client interactions within Salesforce
- Utilize and adapt to Sagitta (preferred) or other P&C agency management systems to support sales and transition processes
- Close new business with a strong sense of urgency; document outcomes, including won/lost opportunities and key drivers
- Lead seamless handoff of new clients to the client service team while maintaining strategic oversight of the relationship
- Collaborate with internal teams to deliver an exceptional client experience and identify cross-selling opportunities across CBIZ service lines
- Provide market intelligence to leadership, including competitive insights, pricing trends, and emerging opportunities
- Maintain a disciplined, self-driven approach to prospecting, pipeline management, and personal production growth
Preferred Qualifications
- Bachelor’s Degree preferred
- Active Property & Casualty (P&C) License required or ability to obtain
- Proven success in B2B commercial sales, ideally within insurance brokerage or related professional services
- Experience using Salesforce
- Experience with Sagitta or similar P&C agency management systems (preferred)
Qualifications
Minimum Qualifications
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About this role
At CBIZ's Tampa office, this Commercial Lines Producer role is fundamentally a full-cycle sales position where you own the revenue generation pipeline from initial prospecting through deal close. You'll be responsible for cold calling, discovery conversations, client meetings, and negotiations—driving new business in the commercial P&C space while hitting annual production targets. Success here means maintaining discipline around pipeline management, leveraging your network and centers of influence, and consistently converting prospects into clients.
The ideal candidate brings proven B2B commercial sales experience, ideally in insurance brokerage or professional services, paired with an active P&C license or the ability to obtain one. You'll need strong verbal and written communication skills, proficiency with Salesforce, and familiarity with P&C agency management systems like Sagitta. Beyond the sales mechanics, the role requires you to position CBIZ as a trusted advisor by delivering consultative, solution-based recommendations tailored to each client's risk profile—then hand off seamlessly to the service team while maintaining strategic oversight.
This is an in-office position in Tampa that demands travel based on client and business needs. You'll also contribute market intelligence to leadership and collaborate across CBIZ's service lines to identify cross-sell opportunities, making it as much about building relationships and understanding the broader business as it is about hitting numbers.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Commercial Lines Producer | Property & Casualty postings in Tampa, and analyze any offer before you accept it.
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