Assistant Producer

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup's company culture sets us apart from the rest. Our core values, what we call "The OneGroup Way" consists of the following:

Knowledge Development- Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.

Big Picture- How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.

Acknowledgement- Recognize others contributions, appreciate what others do and their strengths.

Transparency- An environment that encourages open communication and feedback.

Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission, and understand their challenges.

This role provides hands-on, progressive experience across the full sales lifecycle while supporting Personal and Commercial Lines Producers. Assistant Producers in the apprenticeship program will transition from supported sales activities to supervised client-facing responsibilities, building the skills, confidence, and technical knowledge required for an independent Producer role.

Sales & Client Engagement

• Support Producers with prospecting, lead qualification, and pipeline development
• Participate in discovery calls, client meetings, and renewal discussions (supervised)
• Assist with needs-based selling and coverage positioning for PL and CL clients
• Support onboarding of new clients following closed sales
• Gradually assume increased responsibility for client-facing interactions

Proposals & Carrier Marketing

• Assist with proposal development, coverage comparisons, and presentations
• Support carrier marketing submissions and follow-ups
• Help position insurance solutions through clear storytelling and value articulation

Account Growth & Retention

• Support cross-selling, upselling, and account rounding initiatives
• Assist in identifying coverage gaps and risk management opportunities
• Collaborate with service, claims, and risk management teams to support client outcomes

Sales Operations & CRM

• Track activity, opportunities, and follow-ups within CRM systems
• Maintain accurate documentation, notes, and pipeline reporting
• Ensure proposals and sales materials are complete, accurate, and professional

Learning & Development Focus

• Consultative and needs-based sales techniques
• Prospecting and pipeline management
• Coverage positioning and insurance storytelling
• Presentation, negotiation, and professional communication skills
• Insurance product knowledge across Personal and Commercial Lines

Ancillary/Secondary Duties:

Please note any secondary duties that differ from what's written below. If none are provided, this will be used as default.

Education, Training, Experience, and Skill Requirements:

• Property & Casualty License (required; supported during apprenticeship)
• Participation in sales methodology and CRM training
• Ongoing development aligned to readiness for independent selling
• Successful completion of the OneGroup Internship Program
• Strong interpersonal, communication, and relationship-building skills
• Competitive, goal-oriented mindset
• Comfort in a consultative, relationship-driven sales environment
• Desire to progress into an independent Producer role

Hours: 40 hours a week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company 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 federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.