Commercial Lines Insurance Producer
Posted 3 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
Serve clients as a Commercial Lines Insurance Producer by developing new business, managing client relationships, and providing consultative risk management solutions.
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
- Review existing policy coverages and make recommendations based on strategic understanding of client objectives
- Work as liaison with client service team to accommodate client needs, retain and grow business
- Commit 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
Requirements
- 3-5 years of proven successful sales or related experience
- Property/Casualty License Required
- 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 possess a valid drivers license and clean motor vehicle record
- Ability to identify new opportunities in mid-sized and large, complex accounts
Qualifications
- Bachelor's degree, preferred
- 3-5 years of experience in insurance brokerage, carrier, or related business to business sales with a track record of financial success
Nice to Have
- Bachelor's degree
- Insurance sales experience
Skills
* Required skills
Benefits
About Community Financial System, Inc.
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,...