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Senior Client Advisor

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

Job Description:

Meet the team!



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.



* Is a proactive advocate for the client's insurance needs.
* Has experience working with multiple insurance carriers.
* Believes in integrity and building success by teamwork.
* Has 3-5 years of Commercial Lines Insurance experience.
* Holds a valid and current Property & Casualty License.
* Has superior written and verbal communication skills.
* Is comfortable with all types of office technology.
* Is a creative and efficient problem solver.
* Has high-level organizational and follow-up skills.
* Has developed excellent listening skills with strong customer focus.


The Client Advisor works on a team environment including sales and management, to effectively respond to our clients' needs and requests and to properly protect their assets.


* Provide excellent service to an assigned book of business, taking time to build relationships with each account.
* Consultatively partner with clients to understand needs and provide the best and most comprehensive coverage.
* Conduct thorough coverage and exposure reviews with clients to understand their needs and provide education on adequate coverage.
* Review renewal considerations and work with carriers and marketing to determine the best options for the client.
* Proactively approach client interactions related to cancellations, understand how we might be able to earn back business.
* Ensure accuracy in processing tasks in agency management system (Sagitta and Imageright).
* Stay current with primary insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.
* Commitment to continual learning and development of sales and technical expertise.
* Participate in continuing education, self-education and credentialing.




* High School Diploma or Equivalent
* College Degree Preferred

Professional Certifications/Licenses:

* NYS Property / Casualty Agents/Brokers license required
* Maintain NYS Property/Casualty Agents/Brokers License through continuing education

Other 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. 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., Syracuse , Senior Client Advisor, Other , Syracuse, New York

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