Skip to Main Content
← Back to Jobs

OneGroup - Personal Insurance Client Advisor - (Multiple Locations)

Community Bank System, Inc. Syracuse ,NY
  • Posted: over a month ago
  • Full-Time
Job Description

Hours/Week: 40 hours                                Location: US:NY:Syracuse, Oneida, Schenectady, Johnson City

Minimum Pay Rate:

Relevant experience and education will be taken into consideration when determining actual starting pay rate.

 

WHOIS ONEGROUP?

OneGroupis a team of more than 200 insurance and risk management professionals who areONE company acting as ONE team, with ONE focus and ONE mission: To serve eachclient as our ONE client.

OneGroupis one of the fastest growing independent insurance and risk management organizationsin the northeast.  With team members in18 locations, OneGroup is able to provide best in class client resources whilemaintaining an entrepreneurial, friendly and fun environment.  A subsidiary of Community Bank, NA (NYSE:CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup’scompany culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of thefollowing:

Knowledge Development - Professional growth but also understandingthe company, workflow processes and the right people to get the job done.  Adopting a growth mindset in everything wedo.

Big Picture – How your individual contributions connect tothe bigger things around us that can make a difference to the client.  How do you utilize your talents and theattributes of those around you to create a unique solution for the client.

Acknowledgement – Recognize others contributions, appreciatewhat others do and their strengths.

Transparency – An environment that encourages opencommunication and feedback.

Bigger Purpose – How do we become more than just an insurancecompany to our clients?  We seek toenhance our client’s businesses, support their mission and understand theirchallenges.


WESEEK A CANDIDATE WHO:


-Isa proactive advocate for the client’s personal insurance needs.

-Hasexperience working with multiple insurance carriers.

-Believesin integrity and building success by teamwork.

-Has3-5 years of Personal Insurance experience.

-Holdsa valid and current Property & Casualty License.

-Hassuperior written and verbal communication skills.

-Iscomfortable with all types of office technology.

-Isa creative and efficient problem solver.

-Hashigh-level organizational and follow-up skills.

-Hasdeveloped excellent listening skills with strong customer focus.

 

JOBSUMMARY:

TheClient Advisor works on a team environment including sales and management, toeffectively respond to our clients’ needs and requests and to properly protecttheir assets.


KEYJOB RESPONSIBILITIES:


-Provide excellentservice to an assigned book of business, taking time to build relationshipswith each account.

-Consultativelypartner with clients to understand needs and provide the best and mostcomprehensive coverage.

-Conduct thoroughcoverage and exposure reviews with clients to understand their needs andprovide education on adequate coverage.

-Review renewalconsiderations and work with carriers and marketing to determine the best optionsfor the client.

-Proactivelyapproach client interactions related to cancellations, understand how we mightbe able to earn back business.

-Ensure accuracy inprocessing tasks in agency management system (Sagitta and Imageright).

-Stay current with primary insurance companies relative tounderwriting guidelines, available premium saving credits, technologyplatforms, etc.

-Commitment to continual learning and development of sales andtechnical expertise.

-Participate in continuing education, self-education andcredentialing.


MINIMUMQUALIFICATION REQUIREMENTS:


Education:


-High School Diploma or Equivalent

-College Degree Preferred


ProfessionalCertifications/Licenses:


-NYS Property / Casualty Agents/Brokers license required

-Maintain NYS Property/Casualty Agents//Brokers License throughcontinuing education  


 

 

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, sit, user hands to finger, 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.

 

Human Resources Contact: Alexandra N. Hamilton

#AH


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.


 

 

Company Description
We're a full-service financial institution, offering all the things much bigger banks offer. But we also have the one thing they don't - a passion for providing the highest level of customer service in whatever we do. "Bank Happy" is more than just our advertising slogan, it's truly the core principle by which we operate.

***In order to be considered an applicant, please complete a formal employment application by clicking on the careers link located on our company website.

https://cbna.com/careers/work-happy

Thank you!

Community Bank System, Inc.

Why Work Here?

“At Community Bank System, Inc. (CBSI), we believe engaging and empowering our employees is key to our success and our Work Happy mission!”

We're a full-service financial institution, offering all the things much bigger banks offer. But we also have the one thing they don't - a passion for providing the highest level of customer service in whatever we do. "Bank Happy" is more than just our advertising slogan, it's truly the core principle by which we operate. ***In order to be considered an applicant, please complete a formal employment application by clicking on the careers link located on our company website. https://cbna.com/careers/work-happy Thank you!

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.