Community Bank, N.A.
Commercial Insurance Producer
Community Bank, N.A., Schenectady, New York, United States,
Responsibilities
Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)Work with business clients and prospects to understand their needs and develop consultative business solutions.Develop and execute a business plan based on established sales objectives.Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.Work as liaison with client service team to accommodate client needs, retain and grow business.Commitment to continual learning and development of sales and technical expertise.Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issuesQualifications
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Bachelor's degree, preferredProperty/Casualty License RequiredIf licensed, maintain Agent/Broker License through continuing education3-5 years of proven successful sales or related experience, requiredInsurance sales experience, preferredProven ability to achieve established sales quotasExcellent interpersonal and communication skillsExperience using contact management softwareWorking knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by positionAbility to use menu-driven softwareAbility to work independentlyAssertive, self-starterAbility to influence othersGood Organizational skills with the ability to manage multiple tasks efficientlyMust possess a valid drivers license and clean motor vehicle recordAll applicants must be 18 years of age or older
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Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)Work with business clients and prospects to understand their needs and develop consultative business solutions.Develop and execute a business plan based on established sales objectives.Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.Work as liaison with client service team to accommodate client needs, retain and grow business.Commitment to continual learning and development of sales and technical expertise.Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issuesQualifications
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Bachelor's degree, preferredProperty/Casualty License RequiredIf licensed, maintain Agent/Broker License through continuing education3-5 years of proven successful sales or related experience, requiredInsurance sales experience, preferredProven ability to achieve established sales quotasExcellent interpersonal and communication skillsExperience using contact management softwareWorking knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by positionAbility to use menu-driven softwareAbility to work independentlyAssertive, self-starterAbility to influence othersGood Organizational skills with the ability to manage multiple tasks efficientlyMust possess a valid drivers license and clean motor vehicle recordAll applicants must be 18 years of age or older
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