Inside Sales Representative

Company: Community Bank System, Inc.
Location: Bethlehem
Posted on: May 15, 2022

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

The Personal Insurance Inside Sales Agent will work in a team environment to sell new Personal Lines coverages from a variety of sources including but not limited to Bank referrals. The goal is to respond in a timely fashion to procure the required information, quote and present a quality product offering. The ideal candidates will have a competitive nature with the ability to close sales. This position pays a base hourly wage plus bonus.

* Demonstrate technical selling skills and product knowledge in all areas to provide clients with effective presentations of insurance solutions.
* Ability to acquire detailed client information for submission to underwriting, pricing, and presentations, and to seamlessly transition new accounts to the client service team.
* Possess the ability to flourish in high demand situations.
* Respond to leads from Synapsys same day as received.
* Respond to other leads within 24 hours. Proactively reach out to clients as needed for additional information or clarification on requested insurance.
* Understand how and be able to sell consultatively and make recommendations to prospects based on their needs.
* Skilled at using Data Management and Support Technology, including Transact Now & PL Rater.
* Skilled at using ImageRight for clear documentation of communications of all types with prospects, clients, and carrier personnel.
* Familiarity with Carrier websites.
* Maintain accurate records of all sales and prospecting activities including sales discussions and/or changes based on clients needs.
* Adhere to all company policies, procedures, and business ethics code. Ensure all regulatory requirements are met and complies with all internal policies and procedures
* Participate in continuing educations, 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 pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Qualifications

Education:

* High School Diploma
* College Degree Preferred

Professional Certifications/Licenses:

* NYS Property / Casualty Agents/Brokers license required
* Maintain NYS Property/Casualty Agents/Brokers License throught continuning education

Experience/Skills:

* Two or more years of Insurance Experience required
* Strong expertise and knowledge in policy coverage
* Customer Service Experience required
* Ability to use menu-driven software in addition to Word and Excel
* Ability to work independently as well as in a "team" environment
* Good organizational skills with the ability to manage multiple tasks effeciently

Other Job Information

Hours: Fill In hours/week

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!

To apply to this position or to see a full listing of current openings please go to: https://cbna.com/careers/work-happy

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., Bethlehem , Inside Sales Representative, Sales , Bethlehem, Pennsylvania