Personal Insurance Producer

Company: Community Bank System, Inc.
Location: Naples
Posted on: May 24, 2023

Job Description:

Meet the team!:Overview:WHO IS ONEGROUP?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.Responsibilities:Personal Insurance Producers are outside sales professionals responsible for proactively generating new personal insurance sales as well as additional OneGroup product offerings. Their goal is to build, expand 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.ESSENTIAL DUTIES AND RESPONSIBILITIES:Demonstrate technical selling skills and product knowledge in all areas and across other company services to provide clients with effective presentations of insurance solutions.Present to clients consultatively proposals that are in the best interest of the client, considering their needs and overall insurance considerationsDevelop and execute a business plan based on established sales objectives.Conduct on-going renewal reviews for existing clients as appropriate and proactively demonstrate managing existing book of business for additional business and referrals.Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on individuals and business owners, direct mail, email, and networking.Maintain 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 quoting 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. Ensure all regulatory requirements are met and complies with all internal policies and procedures.Provide prompt, comprehensive quotes to potential new clients.Follow up promptly on all quotes submitted, be a closer!Round accounts for new clients by offering flood, umbrella, etc.Continuously add referral partnersSpend time out of the office fostering relationships with existing referral base.Work with the referral rewards team on closing new leads.Work strategically to add new carriers as we need them, it is very important that we have access to the best carriers available anywhere.Set and maintain goals and objectives such as backlog, quote turnaround, time to follow up, etc.Submit weekly numbers on a weekly basis, Monday mornings by 10:00amAll new policies are entered into AMS 360 in a timely manner and are complete, foster a seamless handoff to the CSR team.Maintain a relationship with key, strategic customers.Support the CSR team whenever necessary.Perform other duties as required.Qualifications:Personal Insurance Producers are outside sales professionals responsible for proactively generating new personal insurance sales as well as additional OneGroup product offerings. Their goal is to build, expand 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.ESSENTIAL DUTIES AND RESPONSIBILITIES:Demonstrate technical selling skills and product knowledge in all areas and across other company services to provide clients with effective presentations of insurance solutions.Present to clients consultatively proposals that are in the best interest of the client, considering their needs and overall insurance considerationsDevelop and execute a business plan based on established sales objectives.Conduct on-going renewal reviews for existing clients as appropriate and proactively demonstrate managing existing book of business for additional business and referrals.Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on individuals and business owners, direct mail, email, and networking.Maintain 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 quoting 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. Ensure all regulatory requirements are met and complies with all internal policies and procedures.Provide prompt, comprehensive quotes to potential new clients.Follow up promptly on all quotes submitted, be a closer!Round accounts for new clients by offering flood, umbrella, etc.Continuously add referral partnersSpend time out of the office fostering relationships with existing referral base.Work with the referral rewards team on closing new leads.Work strategically to add new carriers as we need them, it is very important that we have access to the best carriers available anywhere.Set and maintain goals and objectives such as backlog, quote turnaround, time to follow up, etc.Submit weekly numbers on a weekly basis, Monday mornings by 10:00amAll new policies are entered into AMS 360 in a timely manner and are complete, foster a seamless handoff to the CSR team.Maintain a relationship with key, strategic customers.Support the CSR team whenever necessary.Perform other duties as required.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.An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: Community Bank System, Inc., Cape Coral , Personal Insurance Producer, Other , Naples, Florida