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Inside Sales Representative - Personal & Commercial Insurance

Company: ONEGROUP Risk Management and Insurance
Location: Syracuse
Posted on: January 16, 2022

Job Description:

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, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup's company culture sets us apart from the rest. Our core values, what we call "The OneGroup Way" consists of the following:
Knowledge Development - Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture - How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement - Recognize others contributions, appreciate what others do and their strengths.
Transparency - An environment that encourages open communication and feedback.
Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission and understand their challenges.
Job Summary:
The Inside Sales Representative will work in a team environment to sell new Personal Lines and Small Commercial coverages from a variety of sources including but not limited to Bank referrals. The goal is to respond in a timely fashion to procure the required information, quote and present a quality product offering. The ideal candidates will have a competitive nature with the ability to close sales. This position pays a base salary plus bonus.
Essential Duties and Responsibilities:

  • Demonstrate technical selling skills and product knowledge in all areas to provide clients with effective presentations of insurance solutions.
  • Ability to acquire detailed client information for submission to underwriting, pricing, and presentations, and to seamlessly transition new accounts to the client service team.
  • Possess the ability to flourish in high demand situations.
  • Understand and have command of the markets available for both Personal and Small Commercial and work with OneGroup team to effectively offer the necessary coverages.
  • Respond to other leads within 24 hours. Proactively reach out to clients as needed for additional information or clarification on requested insurance.
  • Understand how and be able to sell consultatively and make recommendations to prospects based on their needs.
  • Ability to work with Producers who may send leads and prospects for new business on the Small Commercial side and work collaboratively to offer the right products and services.
  • Skilled at using Data Management and Support Technology, including Transact Now, PL Rater.
  • Skilled at using digital document management system for clear documentation of communications of all types with prospects, clients, and carrier personnel.
  • Familiarity with Carrier websites and Agency Management systems.
  • Maintain accurate records of all sales and prospecting activities including sales discussions and/or changes based on client needs.
  • Adhere to all company policies, procedures, and business ethics code. Ensure all regulatory requirements are met and complies with all internal policies and procedures
  • Participate in continuing educations, self-education and credentialing
  • Perform other duties as required.
    Minimum Qualification Requirements:
    • High School Diploma or Equivalent Required, College Degree PreferredProfessional Certifications/Licenses:
      • NYS Property / Casualty Agents/Brokers license required
      • Maintain NYS Property/Casualty Agents//Brokers License through continuing education
        • Two or more years of Insurance Experience required
        • Two or more years of experience in a sales role required
        • Strong expertise and knowledge in policy coverage
        • Customer Service Experience required
        • Ability to use menu-driven software in addition to Word and Excel
        • Ability to work independently as well as in a "team" environment
        • Good organizational skills with the ability to manage multiple tasks efficiently
          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.
          Human Resources Contact: Derek Norcross

          An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: ONEGROUP Risk Management and Insurance, Syracuse , Inside Sales Representative - Personal & Commercial Insurance, Sales , Syracuse, New York

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