Commercial Lines Producer

About Keystone Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit . Commercial Lines Producer Position Summary: The primary function of this role is to drive new business growth and maintain a profitable book of commercial insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning. Key Responsibilities: Business Development & Sales - Prospect and cultivate new commercial insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events. - Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives. - Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions. - Prepare and present professional insurance proposals that clearly communicate coverage options, value, and competitive advantages. - Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting. - Collaborate with the marketing team on targeted prospecting campaigns and lead generation initiatives. - Identify opportunities to cross-sell additional insurance products and coordinate referrals across business lines. Client Relationship Management - Serve as a trusted advisor and primary point of contact for commercial clients throughout the sales process and beyond. - Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance. - Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services. - Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth. Market and Industry Knowledge - Stay informed on commercial insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments. - Build and maintain productive relationships with insurance carriers and underwriters to negotiate competitive coverage and pricing. - Participate in professional development opportunities, industry conferences, networking events, and continuing education programs. Documentation and Compliance - Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM. - Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations. - Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management. Qualifications: - Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred - Minimum of 1 year