Strategic Commercial Insurance Advisor

Community Bank, N.A.; Tampa (FL); On-site; USD 66,000 - 109,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition reimbursement

Banking discounts

Job summary

OneGroup, a subsidiary of Community Bank, N.A., is seeking a Business Risk Specialist in Tampa, FL. This outside sales role focuses on generating new commercial insurance sales while expanding OneGroup product offerings.

You will meet client needs, present solutions, and manage a robust prospect pipeline using a CRM. The ideal candidate has 3–5 years of proven sales experience, a Property/Casualty license, and strong interpersonal skills.

Qualifications

• Bachelor's degree preferred.
• Property/Casualty license required.
• 3–5 years of proven sales or related experience.
• Insurance sales experience preferred.
• Proven ability to achieve established sales quotas.
• Excellent interpersonal and communication skills.
• Experience using contact management software.
• Working knowledge of agency management systems and MS Word/Excel.

Responsibilities

• Generate new commercial insurance sales and cross-sell OneGroup products.
• Meet with clients and routinely review needs.
• Present insurance solutions with consultative selling.
• Sell based on client needs, not product availability.
• Maintain prospect and pipeline information in the CRM.
• Build a database of qualified leads via referrals, canvassing, direct mail, email, and networking.
• Keep records of all sales and prospecting activities.
• Coordinate underwriting submissions and transition to client service.
• Adhere to company policies and ethical codes.
• Attend sales meetings and events.
• Collaborate with other departments for cross-marketing opportunities.
• Pursue continuing education and credentialing.

Skills

3-5 years sales experience

Excellent interpersonal and written/s

Independent worker

Assertive, self-starter

Ability to influence others

Organizational skills

Education

Bachelor's degree, preferred

Property/Casualty License Required

Tools

Contact management software

Agency management system

Microsoft Word

Microsoft Excel

Job description

OneGroup, a subsidiary of Community Bank, N.A., is seeking a Business Risk Specialist in Tampa, FL. This outside sales role focuses on generating new commercial insurance sales while expanding OneGroup product offerings.

You will meet client needs, present solutions, and manage a robust prospect pipeline using a CRM. The ideal candidate has 3–5 years of proven sales experience, a Property/Casualty license, and strong interpersonal skills.