Commercial Insurance Sales Representative

Posted 11 Days Ago
Be an Early Applicant
Dublin, OH
Hybrid
55K-73K Annually
Mid level
Insurance • Sales • Software
We are an innovative insurance technology company founded by insurance agents, for insurance agents.
The Role
The role involves generating new business, managing a book of E&S insurance, and using digital tools to improve customer experience.
Summary Generated by Built In

Commercial Insurance Sales Representative
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.
Flexible Workplace
This role is a flex office/home role and comes with the expectation you will engage onsite a certain number of working days per month, in our brand-new office located in Dublin, Ohio, with your Bold Penguin colleagues and customers. On-site workdays will be managed at the team level to maintain an environment focused on work-life balance, innovation velocity, and the delivery of exceptional customer experiences.
In this role, you will be expected to work 20% of working days per month (4 days per month on average) in the office. This is a minimum expectation. All employees are welcome to work in the office as much as they like. Applicants must be local (within 35 miles) to Dublin, Ohio.
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.


SKILLS AND QUALIFICATIONS

  • 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.
  • Occasionally required to stoop, kneel, bend, crouch and lift and carry up to 50 pounds.
  • Must be able to access and navigate the corporate office.


BENEFITS
We offer competitive compensation and progressive benefits that include:

  • Medical, Dental and Vision
  • Disability and Life Benefits
  • Flexible PTO Policy
  • 401K with a company match
  • Employee Assistance Program
  • Parental Leave


Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference regularly and hold all - hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
The expected starting salary range for this role at Bold Penguin is $55,000 to $73,000. This is a commission-eligible position. This position offers a competitive salary range that may vary based on experience and qualifications.
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.
If you are an applicant who resides in the state of California, please review our Employee Privacy Notice here.

Top Skills

E&S Digital Platforms
Insurtech Solutions
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The Company
HQ: Dublin, OH
220 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

Bold Penguin delivers an integrated digital solution platform dedicated to simplifying business insurance. Our advanced product suite includes a commercial insurance quoting platform that has digitized and transformed a slow, manual process, resulting in reduced costs, increased efficiency, and better overall outcomes. We're leading the industry and creating solutions that radically reduce the friction out of commercial insurance.

Why Work With Us

1. We care about people.
2. We have fun.
3. We get things done.

We have an annual employee appreciation month (March of the Penguins), voluntary monthly social calls, ERG meetings, weekly all-hands info sessions, virtual and in-person engagement events, fun Slack channels, annual PenguinPalooza events, and so. much. more!

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Bold Penguin Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQDublin, OH
Bridge Park Neighborhood. Great walkability with excellent options for food and fun right outside the front door! There is street parking and a parking garage right across the street from the office.

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