Personal Lines Account Executive

Overview

Community Financial System, Inc. (CFSI) provides friendly, personalized, high‑quality financial services across retail, commercial, wealth management, investment management, insurance, risk management, and benefit plan administration. CFSI’s Community Bank, N.A. operates over 200 customer facilities in New York, Pennsylvania, Vermont, and Massachusetts. Employees are committed to helping customers manage their finances, and in turn, CFSI supports employees with competitive compensation, benefits and professional development opportunities.

• Develop and maintain a strong client base through prospecting and networking activities.
• Meet and exceed sales targets through effective sales techniques and customer service.
• Provide clients with insurance quotes and assist in the underwriting process.
• Educate clients on insurance coverage options and recommend suitable insurance products.
• Build strong relationships with clients to ensure customer satisfaction and retention.
• Stay informed of changes in insurance regulations and market conditions to provide up‑to‑date information to clients.
• Utilize Agency Management System (Applied Epic) to maintain accurate records of sales activity and client interactions.
• Partner with One Group lines of business in Commercial Insurance, HR & Employee Benefits Consulting and Risk Management to identify opportunities.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• 5+ years of insurance industry experience with brokerage or carrier background; prior personal insurance sales experience preferred.
• Excellent interpersonal communication, relationship building, and presentation skills.
• Consultative approach to assessing client risk needs.
• Ability to work in a collaborative team environment.
• Prior experience using Agency Management System (Applied Epic) preferred.
• Excellent writing skills.
• Proficiency in Microsoft Word, Excel and PowerPoint.
• Ability to work independently with minimal oversight.
• Valid driver’s license and clean motor vehicle record.
• Must be 18 years of age or older.

Commensurate with experience, plus potential for annual merit increase. Competitive salary, 11 paid holidays, paid vacation, medical/vision/dental insurance, 401(k) with generous match, pension, tuition reimbursement, banking discounts, and more.

Perform essential functions including standing, walking, sitting, using hands and fingers, reaching, speaking, hearing; lifting or moving up to 25 lbs; close vision required.

Community Financial System is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. The Company will make reasonable accommodations for qualified individuals with a disability.

Minimum: USD $72,000.00 / Yr.
Maximum: USD $ / Yr.