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Commercial Insurance Account Manager

Company: Community Bank System, Inc.
Location: Schenectady
Posted on: January 21, 2023

Job Description:

Meet the team!:Overview:WHO IS ONEGROUP?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 is able to 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.Responsibilities:The Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.WORK ENVIRONMENT: OneGroup's work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.ESSENTIAL DUTIES AND RESPONSIBILITIES:Develop and maintain good working relationships with clients.Introduce and promote new products through communication with clients.Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.Consult on the most effective coverage for a particular need.Deliver good customer service by responding swiftly to queries and concerns from clients.Communicate with colleagues & carrier representatives, to maintain knowledge of new and existing products, Online quoting along with current market conditions and competitors' products.Ensure compliance with procedures of OneGroup by keeping up to date with all changes.Negotiate with underwriters to amend policies where necessary in order to meet client demand.Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position.Technical proficiency with coverages and various types of insurance policies as appropriate.Authorize binding of Commercial Lines coverage within authority granted by the carrier.Participate in seminars and training for skill and knowledge development.Perform other duties as required.Qualifications:To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Education:High School DiplomaProfessional Certifications/Licenses:Property/Casualty License RequiredMaintain Agent/Broker License through continuing educationEarn or maintain CISR DesignationExperience/Skills:5 years Insurance Experience RequiredWorking knowledge of Agency Management SystemsExperience in the Applied Epic system is a plus but not requiredAbility to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programsKnowledge of Acord formsSelf-motivated, ability to work independently and within a teamGood organizational skills with the ability to manage multiple tasks efficientlyExcellent oral and written communication and interpersonal skillsAn interest in meeting new people and relationship management skillsDisplay trustworthiness, integrity, sincerity and discretionGood customer service skillsA results-driven approach to meet core responsibilities and deadlinesAttention to detail and accurate record keepingThe ability to develop and deliver innovative ideasExcellent time management skillsMust possess a valid driver's license and clean motor vehicle recordOther Job Information:Hours: 40 hours/weekCompensation: 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.An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: Community Bank System, Inc., Schenectady , Commercial Insurance Account Manager, Executive , Schenectady, New York

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