Commercial Insurance Producer
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
From posting:
Overview (but we cannot repeat job title; we can have About the role maybe from overview). The overview paragraph describes company and culture. That could be "About the role" or maybe "About the company". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use About the role for overview.
Responsibilities: there is a big block.
Qualifications: there is a block.
Skills: maybe we can extract from qualifications: list of skills like interpersonal, communication, contact management software, agency management system, MS Office, etc. Could be separate Skills section.
Benefits: there is a block: "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!" Also compensation: "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague; we should not create Pay section if it's just "commensurate with experience". The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits are stated, so we can include Benefits. Pay: they gave a salary range: Minimum USD $66,000.00/Yr. Maximum USD $108,804.00/Yr. That's specific numbers, so we can include Pay section with that range. Schedule: not mentioned, so omit.
Requirements: maybe we can separate Qualifications vs Requirements. The posting has "Qualifications" heading. Could treat that as Qualifications. Requirements maybe not separate; but we could still include Requirements if we have content like "Bachelor's degree, preferred", "Property/Casualty License Required", etc. Those are qualifications. The instruction: prefer a few substantive sections over many thin ones. So we could combine Qualifications and Requirements into one Qualifications section. But we have both headings allowed; we could just use Qualifications for all. Requirements maybe not needed.
Skills: we could extract skills from qualifications: "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". Those could be skills.
But we might avoid duplication: if we put all those in Qualifications, we might not need separate Skills. However the instruction says prefer a few substantive sections over many thin ones. So maybe we keep Qualifications (includes education, license, experience, skills) and Benefits and Pay. About the role and Responsibilities.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay.
We must not repeat job title as heading. Not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from overview, responsibilities, qualifications, benefits, pay.
We need to format lists with - for any list of duties/requirements/benefits. For prose use
.
We need to ensure we don't include boilerplate like EEO, etc. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we must strip the EEO paragraph, physical requirements? Physical requirements is substantive? It's about job demands; maybe we should keep? It's not listed as a section heading but could be part of Qualifications or Responsibilities? It's about physical demands; could be included in Qualifications? But we have no section for Physical Requirements; we could include it under Qualifications as a list item? However the instruction says we should not create sections unless posting has real specific content for it. Physical requirements is content; we could include it under Qualifications as a list item. But we need to decide if we want to keep it. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep physical requirements info. Where to put? Could be under Qualifications as a list item. Or we could add a separate section "Physical Requirements" but not in allowed headings list; we could still use
for any heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not create a Physical Requirements heading. Instead we can incorporate that info into Qualifications as a list item.
Similarly, "Other Job Information" includes compensation and benefits; we already have Benefits and Pay.
We must remove duplicated lines. Ensure we don't repeat.
Now craft HTML.
First, About the role: combine overview paragraphs.
Overview text:
"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."
We need to preserve all that. Could be a
containing that text. Might be long but okay.
Responsibilities: list of duties. We'll convert each sentence or bullet into
- . The responsibilities block is a paragraph with many sentences separated by spaces. We'll split into logical items.
Let's extract responsibilities sentences:
- 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.
We'll put each as
- .
Qualifications: combine education, license, experience, skills, physical requirements, etc.
List items:
- 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
- Physical demands: 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.
We could keep physical demands as a
or list item. Might be better as a
under Qualifications.
Benefits: list:
- 11 paid holidays
- paid vacation
- Medical, Vision & Dental insurance
- 401K with generous match
- Pension
- Tuition Reimbursement
- Banking discounts
- (and the list goes on!) but we keep listed items.
Pay: Minimum USD $66,000.00/Yr. Maximum USD $108,804.00/Yr.
We'll put as
maybe.
Now ensure we don't include boilerplate: remove EEO, physical requirements? we kept physical demands but that's substantive. Remove "The Company is an Affirmative Action, Equal Opportunity Employer..." etc. Also remove "Reasonable accommodations may be made..." etc. Also remove "If you have a physical or mental impairment..." etc.
Also remove "Other Job Information" heading; we already used its content.
Now produce HTML fragment:
About the role
...overview text...
Responsibilities
- ...
...
Qualifications
- ...
...
Physical demands: 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.
Benefits
- 11 paid holidays
- paid vacation
- Medical, Vision & Dental insurance
- 401K with generous match
- Pension
- Tuition
- for any list of duties/requirements/benefits. For prose use
. We need to ensure we don't include boilerplate like EEO, etc. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we must strip the EEO paragraph, physical requirements? Physical requirements is substantive? It's about job demands; maybe we should keep? It's not listed as a section heading but could be part of Qualifications or Responsibilities? It's about physical demands; could be included in Qualifications? But we have no section for Physical Requirements; we could include it under Qualifications as a list item? However the instruction says we should not create sections unless posting has real specific content for it. Physical requirements is content; we could include it under Qualifications as a list item. But we need to decide if we want to keep it. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep physical requirements info. Where to put? Could be under Qualifications as a list item. Or we could add a separate section "Physical Requirements" but not in allowed headings list; we could still use
for any heading? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list? It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not create a Physical Requirements heading. Instead we can incorporate that info into Qualifications as a list item. Similarly, "Other Job Information" includes compensation and benefits; we already have Benefits and Pay. We must remove duplicated lines. Ensure we don't repeat. Now craft HTML. First, About the role: combine overview paragraphs. Overview text: "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." We need to preserve all that. Could be a
containing that text. Might be long but okay. Responsibilities: list of duties. We'll convert each sentence or bullet into
- . The responsibilities block is a paragraph with many sentences separated by spaces. We'll split into logical items. Let's extract responsibilities sentences: - 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. We'll put each as
- .
Qualifications: combine education, license, experience, skills, physical requirements, etc.
List items:
- 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
- Physical demands: 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.
We could keep physical demands as a
or list item. Might be better as a
under Qualifications. Benefits: list: - 11 paid holidays - paid vacation - Medical, Vision & Dental insurance - 401K with generous match - Pension - Tuition Reimbursement - Banking discounts - (and the list goes on!) but we keep listed items. Pay: Minimum USD $66,000.00/Yr. Maximum USD $108,804.00/Yr. We'll put as
maybe. Now ensure we don't include boilerplate: remove EEO, physical requirements? we kept physical demands but that's substantive. Remove "The Company is an Affirmative Action, Equal Opportunity Employer..." etc. Also remove "Reasonable accommodations may be made..." etc. Also remove "If you have a physical or mental impairment..." etc. Also remove "Other Job Information" heading; we already used its content. Now produce HTML fragment:
About the role
...overview text...
Responsibilities
- ... ...
Qualifications
- ... ...
Physical demands: 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.
Benefits
- 11 paid holidays
- paid vacation
- Medical, Vision & Dental insurance
- 401K with generous match
- Pension
- Tuition