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Community Bank, N.A. · 3 months ago

Commercial Lines Insurance Producer

Bethlehem, PA

Full-time

Hybrid

Mid Level

$66K/yr - $109K/yr

3+ years exp

Community Bank, N.A. is a fast-growing independent insurance and risk management organization headquartered in Syracuse, NY. They are seeking a Commercial Lines Insurance Producer to develop business through consultative sales and expand service lines to existing clients.

BankingFinancial ServicesPersonal FinanceWealth Management

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 issues

Qualification

Property/Casualty LicenseInsurance sales experienceSalesforceBachelor's degreeContact management softwareAgency management systemInfluence othersInterpersonal skillsCommunication skillsOrganizational skillsSelf-starter

Required

Bachelor's degree, preferred

Property/Casualty License Required

If licensed, maintain Agent/Broker License through continuing education

3-5 years of proven successful sales or related experience, required

Proven ability to achieve established sales quotas

Excellent interpersonal and communication skills

Experience using contact management software

Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position

Ability to use menu-driven software

Ability to work independently

Assertive, self-starter

Ability to influence others

Good Organizational skills with the ability to manage multiple tasks efficiently

Must possess a valid drivers license and clean motor vehicle record

All applicants must be 18 years of age or older

Preferred

Insurance sales experience, preferred

Benefits

Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more.

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Company

Community Bank, N.A.

Community Financial System Inc.

Founded in 1983

Naples, Florida, USA

1001-5000 employees

https://cbna.com/locations/naples

Funding

Current Stage

Late Stage

Leadership Team

Jeffrey Connolly

SVP, Head of Business Banking Credit & Operations

Melissa Bollman

Head of Retail Banking

Recent News

Business Wire

Community Financial System, Inc. Significantly Expands Its Wealth Management Services With Acquisition of ClearPoint Federal Bank & Trust

2026-01-16

Central New York Business Journal

Community Bank to acquire Indiana bank, boosting wealth-management offerings

2026-01-16

Central New York Business Journal

Community Bank appoints head of business banking credit and operations

2025-12-12

Company data provided by crunchbase