Commercial Insurance Producer

Job Description

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

• 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