Community Bank - Amsterdam

Commercial Lines Insurance Producer – Life Sciences/Food/Agriculture

Locations:
Wakefield, Massachusetts;
Syracuse, New York;
Saratoga Springs, New York;
Wakefield, Massachusetts;
Bethlehem, Pennsylvania;
Taylor, Pennsylvania;
Melbourne, Florida;
Tampa, Florida.

Categories:
One Group. Remote Position:
Yes. Hybrid Position:
Yes.

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.

• Business Risk Specialists are outside sales professionals responsible for generating new commercial insurance sales as well as additional One Group 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 and across other company services to provide clients with effective presentations of insurance solutions.
• Understand and be able to sell consultatively and make 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.
• Maintain accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities.
• Acquire detailed client information for submission for underwriting, pricing, and presentation, and 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.
• Proactively 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.

• 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.

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…