OneGroup Business Risk Specialist

Responsibilities

• Meet with and regularly and proactively 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 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 the 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.
• 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.
• 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.
• 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.
• Perform other duties as required.

Requirements

Not Specified

Qualifications

Relevant experience and education will be taken into consideration when determining actual starting pay rate.

Skills

Technical selling skills, product knowledge, consultative selling, client relationship management, database management, record keeping, customer service, and compliance with laws and regulations.

Benefits

N/A

Pay

$16.00

Schedule

Full Time Regular

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, sit, user hands to finger, 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.

Education

Nonessential: Bachelors Degree

Human Resources Contact

Name : Community Financial System, Inc.
Community Financial System, Inc.