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Community Financial System, Inc. · 2 months ago

Personal Lines Account Executive

Syracuse, NY

Full-time

Onsite

Mid, Senior Level

$72K/yr - $125K/yr

5+ years exp

Community Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products to its customers. The Personal Lines Account Executive is responsible for growing new personal insurance business by identifying and closing opportunities while ensuring customer satisfaction.

Financial ServicesFunding PlatformWealth Management

Responsibilities

The Personal Insurance Sales Agent is accountable to growing new personal insurance business

The individual identifies, solicits and closes new opportunities by partnering with clients to understand their risk and protect their assets

The Sales Agent will work with a team of Personal Lines Assistants and Account Managers to quote, bind and service policies

Develop and maintain a strong client based 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 OneGroup 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

Qualification

Insurance industry experiencePersonal Insurance salesAgency Management SystemConsultative approachMicrosoft Office proficiencyInterpersonal communicationRelationship building