Commercial Lines Insurance Producer

Community Financial System, Inc.•Syracuse, NY

71d

About The Position

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client. OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY. OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following: Knowledge Development - Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do. Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client. Acknowledgement – Recognize others contributions, appreciate what others do and their strengths. Transparency – An environment that encourages open communication and feedback. Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission and understand their challenges. OneGroup Risk Management and Insurance seeks Commercial Property & Casualty Insurance Sales Professionals in multiple areas. ADVANTAGES OF JOINING THE ONEGROUP TEAM A commission-based compensation plan that provides great earning potential Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more. Substantial in-house experts and resources usually found only in much larger organizations: risk management consulting, claims management, loss control, HR consulting, contractual risk transfer analysis, and much more. Full-time support team that provides marketing materials, promotion, proposal assistance, etc. A dedication to technology, innovation and strategic thinking. Resources, markets, and institutional knowledge to allow success in writing middle-market and larger accounts. The possibility for “Lift Out” opportunities for established producers to keep an already established book of business. WE SEEK A CANDIDATE WHO Has 3-5 years of experience in insurance brokerage, carrier, or related business to business sales including calling on senior executives and a track record of financial success Can identify new opportunities in mid-sized and large, complex accounts Utilizes a consultative, positive and resourceful approach to dealing with prospect, clients and employees Has developed excellent listening skills with strong customer focus Has high-level organization and follow-up skills Believes in integrity and building success by developing relationships with others Has superior written, verbal communication and presentation skills Is a self-starter willing to invest time and energy to learn the technical aspects of our business

Requirements

Bachelor's degree, preferred
Property/Casualty License Required
If licensed, maintain Agent/Broker License through continuing education
3-5 years of proven successful sales or related experience, required
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 possess a valid drivers license and clean motor vehicle record
All applicants must be 18 years of age or older

Nice To Haves

Insurance sales experience, preferred

Responsibilities

Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
Work with business clients and prospects to understand their needs and develop consultative business solutions.
Develop and execute a business plan based on established sales objectives.
Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.
Work as liaison with client service team to accommodate client needs, retain and grow business.
Commitment to continual learning and development of sales and technical expertise.
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues