Commercial Insurance Sales Consultant

Community Financial System, Inc.•Bethlehem Township, PA

1d•Onsite

About The Position

OneGroup is a rapidly growing independent insurance and risk management organization in the northeast, with over 200 professionals across 18 locations. As a subsidiary of Community Bank, NA, OneGroup offers a unique company culture centered around "The OneGroup Way," emphasizing knowledge development, a big-picture perspective, acknowledgement of contributions, transparency, and a commitment to a bigger purpose beyond just insurance. We aim to enhance our clients' businesses and support their missions.

Requirements

Property/Casualty License Required
3-5 years of proven successful sales or related experience, required
Proven ability to achieve established sales quotas
Excellent interpersonal and communication skills
Experience using contact management software
Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
Ability to use menu-driven software
Ability to work independently
Assertive, self-starter
Ability to influence others
Good Organizational skills with the ability to manage multiple tasks efficiently
Must process a valid driver's license and clean motor vehicle record
All applicants must be 18 years of age or older

Nice To Haves

Bachelor's degree, preferred
Insurance sales experience, preferred
If licensed, maintain Agent/Broker License through continuing education

Responsibilities

Generate new commercial insurance sales and sell additional OneGroup product offerings.
Build and maintain a growing client roster while meeting sales and service standards.
Meet with and proactively review client needs.
Demonstrate technical selling skills and product knowledge to provide effective insurance solutions.
Sell consultatively and make recommendations based on client needs.
Use and maintain prospect and pipeline information within the agency CRM.
Develop and maintain a database of qualified leads through various methods including referrals, cold calling, direct mail, email, and networking.
Maintain accurate records of all sales and prospecting activities.
Acquire detailed client information for underwriting, pricing, and presentation, and transition new accounts to the client service team.
Adhere to all company policies, procedures, and business ethics codes.
Attend and actively participate in scheduled sales meetings, seminars, and events.
Establish and maintain effective working relationships with support departments and affiliated companies for cross-marketing opportunities.
Participate in continuing education, self-education, and credentialing.
Perform other duties as required.
Maintain proficient knowledge of and comply with all applicable laws and regulations.
Ensure ongoing adherence to policies, procedures, and internal controls.
Meet all training requirements in a timely manner.