Community Bank System Inc. logo

Commercial Insurance Sales Consultant

Community Bank System Inc.

Bethlehem, PAJob$72–125K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation
$72–125K/yr
Location
Bethlehem, PA
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Property/Casualty LicenseAgent/Broker LicenseValid Driver's License

Job overview

OneGroup is seeking an outside sales professional to generate new commercial insurance sales and grow a client roster. The role involves reviewing client needs, presenting insurance solutions, developing leads, maintaining prospect information, and coordinating with client service and support teams. The posting requires a Property/Casualty license, a valid driver's license, and 3–5 years of successful sales or related experience; a bachelor's degree and insurance sales experience are preferred.

Skills & qualifications

RequiredNice to have

Skills

Commercial Insurance SalesSales Quota AchievementInterpersonal CommunicationContact Management SoftwareAgency Management SystemsMicrosoft WordMicrosoft ExcelMenu-Driven SoftwareIndependent WorkAssertivenessInfluencingOrganizationMultitasking

Qualifications

Bachelor's DegreeProperty/Casualty LicenseAgent/Broker License3+ Years Sales or Related ExperienceInsurance Sales ExperienceValid Driver's LicenseClean Motor Vehicle RecordMust Be 18+

Benefits

Paid Time Off
Medical Insurance
Vision Insurance
Dental Insurance
401(k) Match
Tuition Assistance

Full job description

Overview 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 can 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. Responsibilities 1. Business Risk Specialists are outside sales professionals responsible for generating new commercial insurance sales as well as additional OneGroup product offerings. Build and maintain a growing client roster while meeting sales and service standards with an emphasis placed on the quality of insurance solutions presented to the client. 2. Meet with and regularly and pro-actively review client needs 3. Demonstrate technical selling skills and product knowledge in all areas an across other company services to provide clients with effective presentations of insurance solutions 4. Understand and ability to sell consultatively and makes recommendations to prospects based on their needs, not on availability of any specific products 5. Use and maintain prospect and pipeline information within agency CRM 6. Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking 7. Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities 8. Ability to acquire detailed client information for submission for underwriting, pricing, and presentation and to seamlessly transition new accounts to the client service team 9. Adhere to all company policies, procedures and business ethics codes 10. Attend regularly and actively participate in scheduled sales meetings, seminars and events. 11. Pro-actively establish and maintain effective working team relationships with all support departments and across all affiliated companies for the purpose of maximizing cross-marketing opportunities 12. Participate in continuing education, self education and credentialing 13. Perform other duties as required 14. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 1. Bachelor's degree, preferred 2. Property/Casualty License Required 3. If licensed, maintain Agent/Broker License throu h continuing education 4. 3-5 years of proven successful sales or related experience, required 5. Insurance sales experience, preferred 6. Proven ability to achieve established sales quotas 7. Excellent interpersonal and communication skills 8. Experience using contact management software 9. Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position 10. Ability to use menu-driven software 11. Ability to work independently 12. Assertive, self-starter 13. Ability to influence others 14. Good Organizational skills with the ability to manage multiple tasks efficiently 15. Must process a valid driver's license and clean motor vehicle record 16. All applicants must be 18 years of age or older Other Job Information Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $72,000.00/Yr. Maximum USD $124,686.00/Yr. Comm

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