Assistant Client Advisor

OverviewOneGroup 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. ResponsibilitiesJOB 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. ESSENTIAL DUTIES AND RESPONSIBILITIES:Prepare and process all types of bonds as requestedRequest 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 handlingAssist 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 pute and initiate premium finance contracts as neededComplete loss analysis based on loss history received from carriersComplete 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 FormsAssist 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 RevenueWork 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 necessaryPerform other duties as required. QualificationsMINIMUM 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. Education:High School Diploma Professional Certifications/Licenses:Property/Casualty License RequiredMaintain NYS Agent/Broker LicensePursuing or maintaining CISR Designation Experience/Skills:Insurance Experience RequiredCustomer Service Experience RequiredAbility to use menu-driven software in addition to Word, Excel and PowerPoint programsSelf-Motivated, ability to work both independently and in team settingsGood organizational skills with the ability to manage multiple tasks efficientlyDisplay trustworthiness, integrity, sincerity & discretion.Excellent Time Management SkillsExcellent oral & written communication & interpersonal skillsKnowledge of Acord formsAttention 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 recordCommunity Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity. Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly

Created: 2024-11-02