What are the responsibilities and job description for the OneGroup Business Risk Specialist position at Community Financial System, Inc.?
OneGroup Business Risk Specialist (Job ID: 2733)Hours/Week: 40 hours Location: US:NY:SyracuseMinimum Pay Rate:Relevant experience and education will be taken into consideration when determining actual starting pay rate.
Summary: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.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.-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.-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.
Education:Nonessential:* Bachelors DegreePhysical 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.Human Resources Contact: Alexandra N. Hamilton#AH
Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/fem ales/veterans/individuals with disabilities/sexual orientation/gender identity.
Summary: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.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.-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.-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.
Education:Nonessential:* Bachelors DegreePhysical 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.Human Resources Contact: Alexandra N. Hamilton#AH
Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/fem ales/veterans/individuals with disabilities/sexual orientation/gender identity.