Insurance Sales Executive

About the Company

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. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup’s company culture sets us apart. Our core values, known as “The OneGroup Way,” include:

• Knowledge Development: Professional growth and understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.
• Big Picture: Connecting individual contributions to larger goals that make a difference for the client. Utilizing talents and the strengths of those around you to create unique solutions.
• Acknowledgement: Recognizing others' contributions and appreciating their strengths.
• Transparency: Encouraging open communication and feedback.
• Bigger Purpose: Becoming more than just an insurance company to clients by enhancing their businesses, supporting their mission, and understanding their challenges.

Responsibilities

• Grow new personal insurance business by identifying, soliciting, and closing new opportunities through client partnerships to understand risk and protect assets.
• Work with a team of Personal Lines Assistants and Account Managers to quote, bind, and service policies.
• Develop and maintain a strong client base through prospecting and networking activities.
• Meet and exceed sales targets through effective sales techniques and customer service.
• Provide clients with insurance quotes and assist in the underwriting process.
• Educate clients on insurance coverage options and recommend suitable insurance products.
• Build strong relationships with clients to ensure customer satisfaction and retention.
• Stay informed of changes in insurance regulations and market conditions to provide up-to-date information to clients.
• Utilize Agency Management System (Applied Epic) to maintain accurate records of sales activity and client interactions.
• Partner with OneGroup lines of business in Commercial Insurance, HR & Employee Benefits Consulting, and Risk Management to identify opportunities.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Ensure adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Requirements

• 5+ years of insurance industry experience with a brokerage or carrier; prior background in Personal Insurance sales preferred.
• Excellent interpersonal communication and relationship-building skills, including strong presentation skills.
• Consultative approach to working with clients and assessing their risk needs.
• Ability to work in a collaborative team environment.
• Prior experience using Agency Management System, Applied EPIC preferred.
• Excellent writing skills.
• Experience in commercial insurance.
• Must have P&C Agent or Broker license.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Ability to work independently with minimum oversight.
• Must possess a valid driver’s license and clean motor vehicle record.
• Must be 18 years of age or older.

Benefits

• 11 paid holidays
• Paid vacation
• Medical, Vision, and Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

Pay

Minimum USD $72,000.00/year. Maximum USD $124,686.00/year.

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.
• Occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision and the ability to focus.