New Business Agent (Workers Comp)

The role

The New Business Agent generates new business and quotes, sells, and binds Workers' Compensation insurance. The role manages inbound leads, assesses customer needs, and guides clients through quoting and binding.

What you will do

• Respond to and manage inbound sales inquiries, referrals, and walk-in prospects.
• Conduct proactive outreach and follow-up to convert leads into new clients.
• Educate prospects on Workers' Compensation coverage requirements and policy options.
• Generate accurate, competitive insurance quotes based on underwriting guidelines.
• Present coverage recommendations and explain policy features, exclusions, and pricing.
• Manage the full sales cycle from first contact through policy issuance and onboarding.
• Assist clients with endorsements, renewals, payroll changes, and certificates.
• Collaborate with underwriting teams and carriers to secure coverage solutions.
• Process premium payments received by phone, mail, online, or other approved methods.
• Maintain accurate client records and sales activity in company systems.

Required qualifications

• 2+ years of sales experience, preferably in insurance, financial services, staffing, payroll, or consultative B2B.
• 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.
• Customer-focused mindset with 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 the Sacramento office four days per week, 9:00 AM to 6:00 PM PST.

Nice to have

• Bachelor's degree in Business, Marketing, Communications, Finance, or a related field.
• Experience with workers' compensation insurance, commercial insurance products, or insurance agency operations.

Benefits

• Employee Ownership Program
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, and vision insurance
• Life/AD&D insurance
• Confidential Employee Assistance Program
• Health Savings Account with company contribution
• Short-term disability
• Voluntary supplemental accident, critical illness, and hospital insurance
• Employee discounts

Before you apply

• Must be legally authorized to work in the United States.
• ISC participates in the Federal E-Verify program.
• California Property & Casualty Insurance License required, or must be obtained within 90 days of employment.

About the company

Integrated Specialty Coverages, LLC (ISC) is a growth-stage technology and data-driven commercial MGA and insurance wholesaler. It is backed by private equity firm Onex Partners.