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Personal Insurance Assistant

Company: Community Bank System, Inc.
Location: Syracuse
Posted on: May 27, 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:JOB SUMMARY:The Personal Lines Assistant will support the Personal Lines department in providing clerical assistance related to processing, customer service and sales. Review, process and invoice Personal Lines renewals and endorsements. Assist in the daily download functions as needed.ESSENTIAL DUTIES AND RESPONSIBILITES:Log-in to the PL Assistant queue in Zoom Contact Center daily and change status to Ready.Pick up and service calls that are presented to you in a timely, efficient and accurate manner.Complete Vehicle Change Template with all dealer calls, confirm purchase with insured, prepare ID cards and binder as requested and forward to dealer and insured. Upload change to appropriate company or attached and assign in Epic to the PL Assistant folder for future handling.Process payment calls from insured by confirming with the carrier the policy is in good standing. Upload payment on carrier website. Forward receipt from carrier website to customer to confirm proper handling.Document all transactions in Epic.Pull new business, renewal, endorsement and cancellation declarations from the company websites in conjunction with the Agency Operations Team.Process non-pay and reinstatements according to procedure.Complete CARCO inspections, notify insurance company and update Agency Management System.Ensure Manufacturers Statement of Origin (MSO) and Bill of Sale (BOS) are received, notify insurance company and update Agency Management System.Contact dealerships when MSO and BOS are not received.Upload electronic checks and sweep payments to company website.Print and forward duplicate ID cards or declaration pages to insured.Review and refer cancelled policy information to Client Advisors per agency guidelines.Mail new business policy and/or letter to insured (depending on if policy is received).Complete Lienholder & Mortgage changes as requested by Lending Institution.Manually process and invoice policy changes and renewals received from insurance company.Follow-up on pending activities/tasks until marked complete.Assist with new business support activities including but not limited to scan and attach completed Personal Lines applications to Epic.Provide ID Cards, Binders, LPRs and BOR to producers for new business.Task out to Client Advisors renewal increases that exceed Agency threshold.Participate in seminars and classes for skills and knowledge development.Perform other duties as required.Qualifications:Education:High School Diploma or EquivalentProfessional Certifications/Licenses:Property & Casualty Agents/Brokers License PreferredMaintain Agent/Broker License through continuing education.Experience/Skills:Customer Service Experience PreferredInsurance Experience PreferredAbility to use menu-driven softwareAbility to work independently as well as in a "team" environmentGood organizational skills with the ability to manage multiple tasks efficientlyOther 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., Syracuse , Personal Insurance Assistant, Other , Syracuse, New York

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