New Business Agent (P&C General Liability)
Sacramento, CA - USA
Job Summary
About Integrated Specialty Coverages
Integrated Specialty Coverages LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.
Backed by one of the leading private equity firms Onex Partners and led by a forward-thinking management team ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and Main Street USA we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this were building a digitally focused team that deeply understands the intersection between user experience data and AI/ML to optimize the way we engage with our customers and partners.
Job Summary
The New Business Agent is a production-focused sales role responsible for generating new business opportunities and delivering exceptional customer service. This position is primarily focused on quoting selling and binding General Liability insurance while also supporting other product lines including Surety Bonds and Workers Compensation as business needs in this role begins with developing a strong understanding of CCISs products systems underwriting guidelines and sales processes. The New Business Agent will manage inbound leads assess customer needs provide accurate coverage recommendations and guide clients through the quoting and binding addition to driving new business production this role contributes to the ongoing improvement of customer experience internal processes and operational ideal candidate is sales-driven customer-focused and eager to continuously develop their insurance knowledge while creating value for both our clients and the organization. This position offers the opportunity to build a rewarding career through professional growth strong earning potential and meaningful contributions to the continued success of CCIS.
What Makes This Role DifferentWe believe great salespeople should spend their time selling. Thats why CCIS invests significantly in marketing and lead generation to provide our agents with a steady pipeline of inbound opportunities. While networking and relationship building are always encouraged this role is designed to maximize your time helping customers and closing business not chasing cold leads.
This is a hybrid role with 1 day WFH but will start onsite Monday-Friday during a probationary training period. The remaining days will be onsite in our Sacramento office 9am-6pm PST.
Additionally this role offers a competitive base with performance-based commission for producing agents.
- Base pay: $52000 to $62000 per year plus overtime as applicable
- Performance-based commission tied to production strong performers earn significantly above base
- Total compensation at plan: $76000 to $98000
- Commission is uncapped
Position Responsibilities
Sales & Business Development
- Respond to and manage inbound sales inquiries referrals and walk-in prospects.
- Conduct proactive outreach and follow-up activities to convert leads into new clients.
- Build rapport with business owners and decision-makers to understand their operations workforce and insurance needs.
- Educate prospects on GL coverage requirements benefits and available policy options.
- Generate accurate and competitive insurance quotes based on underwriting guidelines and client risk profiles.
- Present coverage recommendations and explain policy features exclusions and pricing.
- Manage the full sales cycle from initial contact through policy issuance and onboarding.
- Consistently achieve individual sales goals and contribute to overall company growth objectives.
Client Consultation & Account Management
- Serve as a trusted advisor by providing exceptional service and insurance expertise.
- Assist clients with policy updates endorsements renewals payroll changes certificates and other service-related requests.
- Maintain regular communication with clients to strengthen relationships and identify additional coverage opportunities.
- Ensure a seamless customer experience throughout the quoting binding and servicing process.
Underwriting & Carrier Coordination
- Gather and evaluate information necessary to accurately assess risk and underwriting eligibility.
- Collaborate with underwriting teams and insurance carriers to secure optimal coverage solutions for clients.
- Submit applications obtain approvals and manage documentation requirements.
- Communicate carrier requirements and ensure all necessary information is collected in a timely manner.
Administrative & Operational Support
- Process premium payments received by phone mail online platforms or other approved methods.
- Maintain accurate client records and sales activity within company systems.
- Support process improvement initiatives that enhance sales efficiency customer experience and operational effectiveness.
- Participate in training programs to expand product knowledge and industry expertise.
- Perform additional duties and special projects as business needs evolve.
Minimum Qualifications
- 2 years of sales experience preferably in insurance financial services staffing payroll or other consultative B2B environments.
- Active California Property & Casualty Insurance License (or willingness to obtain one within 90 days of employment).
- Proven ability to meet or exceed sales goals and performance metrics.
- Strong verbal and written communication skills with the ability to effectively engage prospective and existing clients.
- Customer-focused mindset with excellent relationship-building and consultative selling skills.
- Ability to manage multiple priorities in a fast-paced sales environment.
- Proficiency in Microsoft Office Suite and other business applications.
- Ability to work onsite in our Sacramento office four days per week (9:00 AM6:00 PM PST).
Preferred Qualifications
- Bachelors degree in Business Marketing Communications Finance or a related field.
- Experience with workers compensation insurance commercial insurance products or insurance agency operations.
The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills qualifications training and addition the company offers comprehensive benefits including medical dental and vision insurance 401(k) plan with match paid time off and other benefits.
ISCs salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors including job-related skills experience and relevant education or training.
National Pay Range
$25 - $30 USD
Benefits of Working at ISC
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical dental vision
- Life/AD&D Insurance
- Confidential Employee Assistance Program
- Health Savings Account includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident critical illness hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at or .
ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically we focus on attracting developing and retaining the best talent for our business challenging our people demonstrating a can-do attitude and fostering a collaborative and mutually supportive environment.
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race color religion sex national origin age gender gender identity sexual orientation marital status medical condition genetic information mental or physical disability military or veteran status or any other characteristic protected by local state or Federal law.
**Must be legally authorized to work in the United States.**
**ISC participates in the Federal E-Verify program**
Required Experience:
Unclear Seniority
About Company
Best-in-class insurance data, analytics and technology. Comprehensive insurance solutions for retail and wholesale distribution.