Jobs · Business Development · Pennsylvania

Commercial Insurance Sales Consultant

Community Financial System, Inc. · Bethlehem, PA · 2 wk ago
Business DevelopmentFull-time

Responsibilities

  • Build and maintain a growing client roster while meeting sales and service standards.
  • Regularly and proactively review client needs.
  • Demonstrate technical selling skills and product knowledge in all areas and across other company services.
  • Make effective presentations of insurance solutions based on client needs, not availability of specific products.
  • Develop and maintain a database of qualified leads through various methods.
  • Maintain accurate records of all sales and prospecting activities.
  • Acquire detailed client information for underwriting, pricing, and presentation purposes.
  • Transition new accounts to the client service team seamlessly.
  • Adhere to all company policies, procedures, and business ethics codes.
  • Attend and actively participate in scheduled meetings, seminars, and events.
  • Establish and maintain effective working relationships with all support departments and affiliated companies.
  • Participate in continuing education and self-improvement.
  • Perform other duties as required.

Qualifications

  • Bachelor's degree, preferred.
  • Property/Casualty License Required (if licensed, maintain 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.
  • Valid driver's license and clean motor vehicle record.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. Benefits include: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, and more!

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