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Community Financial System, Inc. · 2 months ago

Commercial Lines Insurance Producer

Syracuse, NY

Full-time

Onsite

Mid Level

$66K/yr - $109K/yr

3+ years exp

Community Financial System, Inc. is a 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, build client relationships, and expand service lines to existing clients.

Financial ServicesFunding PlatformWealth 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 LicenseSales experienceConsultative salesContact management softwareAgency management systemInfluence othersCommunication 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

Pension

Health, Life & Disability Insurance

401(k) with generous match

Medical, Vision & Dental insurance

11 paid holidays

Paid vacation

Tuition Reimbursement

Banking discounts

Company

Community Financial System, Inc.

Founded in 1866

Dewittville, New York, USA

1001-5000 employees

https://ir.communitybanksystem.com/

Funding

Current Stage

Public Company

Total Funding

unknown

2014-03-07IPO

Leadership Team

Dimitar Karaivanov

President & CEO

Recent News

Seattle TechFlash

Community Bank parent invests $37M in growing insurance company

2025-09-10

thefly.com

Community Bank System raises quarterly dividend by 2.2% to 47c per share

2025-07-17

StreetInsider.com

Community Bank System (CBU) Tops Q4 EPS by 10c

2025-01-22

Company data provided by crunchbase