Client Advisor Business Ins Specialist

Overview

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

SUMMARY

Responsible for retention of current commercial book of business as well as assisting the commercial insurance account manager with renewal, rewrites, re-marketing and any other duties assigned.

Minimum Requirements

 Hold a 4-40 license (a 220 license must be obtained within 90 days of employment).

 At least two years of experience in quoting, writing, and managing personal or commercial lines policies.

 Experience with commercial lines markets, including products, coverages, underwriting guidelines, as well as commercial property insurance, general liability insurance, professional liability insurance, and workers' compensation insurance.

Essential Duties And Responsibilities

 Manage the retention of the existing commercial book of business.

 Gather updated information from current clients 60 days before policy renewal.

 Prepare certificates of insurance and invoices.

 Collect payments from clients.

 Process insurance claims efficiently.

 Complete ACORD forms as required.

 Respond promptly to requests from clients and underwriters.

 Deliver exceptional customer service, ensuring accuracy and timeliness in all tasks.

 Maintain and update AMS360 daily.

Qualifications

SKILLS AND REQUIREMENTS

 Exceptional verbal and written communication skills.

 Proficient in explaining complex insurance concepts to clients.

 Strong problem-solving abilities.

 Skilled at multitasking and managing multiple priorities.

 Capable of working independently with minimal supervision.

MOST IMPORTANT

 We are a collaborative team dedicated to supporting each other in a constructive and positive manner at all times.

 At OneGroup, we embrace an entrepreneurial spirit and continually seek positive change across all facets of our business, including processes and procedures.

Other Job Information

Hours: 40 hours/week

Compensation: 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.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $22.60/Hr.

Maximum

USD $33.93/Hr.