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Assistant Client Advisor

Company: Community Bank System, Inc.
Location: Syracuse
Posted on: May 16, 2022

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:JOB SUMMARY:Under the direction of the Client Advisor and Business Insurance Manager, to assist the Commercial Lines Department by providing customer service to commercial clients and assist with client service duties as needed by team members.

  • Prepare and process all types of bonds as requested
  • Request and follow-up with clients for Pre-Renewal Information.
  • Process new business, renewals, audits, endorsements etc. received from insurance carriers in our agency management system with Account Premium of $100,000 - $199,999
  • Handle tasks for accounts needing special handling
  • Assist with required supplementary applications as needed
  • Remarket policies to various carriers online for team as needed
  • Bind policies with carriers under the direction of the Client Advisor
  • Attend renewal/new business meetings with team as requested
  • Create, edit and finalize various types of proposals and coverage comparison spreadsheets for Client Advisor as requested
  • Create, edit and finalize spreadsheet allocations for insureds included but not limited to premium, locations, vehicles, entities etc.
  • Compute and initiate premium finance contracts as needed
  • Complete loss analysis based on loss history received from carriers
  • Complete Bid Specifications Worksheets based on insured's contracts as needed and assist with quoting ancillary policies such as OCPs, Builders Risk, etc.
  • Assist with the facilitation of the Service/Stewardship Plan
  • Follow up on outstanding loss control services as needed
  • Maintain tasks in WorkSmart
  • Accept and initiate contact with clients (initial contact or back-up) via email or telephone
  • Have a basic understanding of Excess & Surplus Lines Placement; complete Affidavits & Total Cost Forms
  • Assist with client billing inquiries - call carriers and provide information to clients
  • Resolve premium account differences for your accounts
  • Create various Master Certificate Templates in CSR24
  • Analyze insurance requirements on requests for Certificates of Insurance and determine if coverage is in place or policies need to be endorsed
  • Manage pre-determined book of business as the Primary Contact; Accounts under $5,000 in Revenue
  • Work closely and communicate daily with Client Advisors, Account Executives and Producers for assistance and guidance and update Client Advisor daily on account activity
  • Monitor assigned Team's pooled to-do list and identify items needing to be handled with urgency by Business Insurance Technician I-III, as needed and assign as necessary
  • Perform other duties as required.Qualifications:MINIMUM QUALIFICATION REQUIREMENTS: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.
    • High School Diploma
      Professional Certifications/Licenses:
      • Property/Casualty License Required
      • Maintain NYS Agent/Broker License
      • Pursuing or maintaining CISR Designation
        • Insurance Experience Required
        • Customer Service Experience Required
        • Ability to use menu-driven software in addition to Word, Excel and PowerPoint programs
        • Self-Motivated, ability to work both independently and in team settings
        • Good organizational skills with the ability to manage multiple tasks efficiently
        • Display trustworthiness, integrity, sincerity & discretion.
        • Excellent Time Management Skills
        • Excellent oral & written communication & interpersonal skills
        • Knowledge of Acord forms
        • Attention to detail and accurate record keeping.
        • Manage competing demands, change approach or method to best fit the situation, ability to deal with frequent change, delays, or unexpected events.
        • Deliver excellent customer service, responding quickly to client questions and concerns.
        • Balance team and individual responsibilities; contribute to building a positive team spirit, support everyone's efforts to succeed.
        • Must possess a valid driver's license and clean motor vehicle recordOther Job Information:Compensation: Commensurate with experience plus annual bonus. 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!
          To apply to this position or to see a full listing of current openings please go to:
          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.

          • Manual dexterity sufficient for constant use of a keyboard, mouse and telephone
          • Speech and hearing sufficient for regular communications
          • Vision sufficient for use of a computer monitor and transaction documents
          • Ability to walk, bend, stoop and reach
          • Ability to sit for long periods of time
          • Must be able to be mobile to include moving around office premises and between office locations
          • Must be able to lift and/or move up to 10 pounds
          • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities
            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., Syracuse , Assistant Client Advisor, Accounting, Auditing , Syracuse, New York

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