#LI-CM #LI-Hybrid 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) 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