Personal Lines Producer

One Group 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.

One Group is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, One Group can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), One Group is headquartered in Syracuse, NY.

One Group’s company culture sets us apart from the rest. Our core values, what we call “The One Group 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.

• Personal Insurance Producers are outside sales professionals responsible for proactively generating new personal insurance sales as well as additional One Group product offerings. Their goal is to build, expand 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.
• Demonstrate technical selling skills and product knowledge in all areas and across other company services to provide clients with effective presentations of insurance solutions.
• Present to clients consultatively proposals that are in the best interest of the client, considering their needs and overall insurance considerations
• Develop and execute a business plan based on established sales objectives.
• Conduct on-going renewal reviews for existing clients as appropriate and proactively demonstrate managing existing book of business for additional business and referrals.
• Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on individuals and business owners, direct mail, email, and networking.
• Maintain 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 quoting 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. Ensure all regulatory requirements are met and complies with all internal policies and procedures.
• Provide prompt, comprehensive quotes to potential new clients.
• Follow up promptly on all quotes submitted, be a closer!
• Round accounts for new clients by offering flood, umbrella, etc.
• Continuously add referral partners
• Spend time out of the office fostering relationships with existing referral base.
• Work with the referral rewards team on closing new leads.
• Work strategically to add new carriers as we need them, it is very important that we have access to the best carriers available anywhere.
• Set and maintain goals and objectives such as backlog, quote turnaround, time to follow up, etc.
• Submit weekly numbers on a weekly…