What are the responsibilities and job description for the Senior Property & Casualty Account Manager position at Community Financial System, Inc.?
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 can 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
The Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.
Work Environment:OneGroup's work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.
Essential Duties:Develop and maintain good working relationships with clients.
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 can 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
The Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.
Work Environment:OneGroup's work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.
Essential Duties:Develop and maintain good working relationships with clients.
- Introduce and promote new products through communication with clients.
- Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
- Consult on the most effective coverage for a particular need.
- Deliver good customer service by responding swiftly to queries and concerns from clients.
- Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms.
- Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis.
- Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote.
- Working with producers, obtain additional information from clients required for Insurance Carriers offering quotes.
- Check quotes against Agency Management System for accuracy of coverage.
- Review, update, input quoted data into company proposals.
- Bind coverage and update Agency Management System to reflect issuance instructions.
- Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies.
- Participate in meetings with Carriers to obtain knowledge of markets
- Ensure compliance with procedures of OneGroup by keeping up to date with all changes.
- Negotiate with underwriters to amend policies where necessary in order to meet clie