Commercial Lines Insurance Producer - Life Sciences / Food / Agriculture

Job Description

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all : our employees, customers and communities.

Responsibilities

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.

Meet with and regularly and pro-actively review client needs

Demonstrate technical selling skills and product knowledge in all areas an across other company services to provide clients with effective presentations of insurance solutions

Understand and ability to sell consultatively and makes recommendations to prospects based on their needs, not on availability of any specific products

Use and maintain prospect and pipeline information within agency CRM

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

Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities

Ability to acquire detailed client information for submission for underwriting, pricing, and presentation and to seamlessly transition new accounts to the client service team

Adhere to all company policies, procedures and business ethics codes

Attend regularly and actively participate in scheduled sales meetings, seminars and events.

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

Participate in continuing education, self education and credentialing

Perform other duties as required

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.

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

Insurance sales experience, preferred

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