Assistant Client Advisor

Community Financial System, Inc.; City of Syracuse (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

Community Financial System, Inc. is looking for a dedicated team member to assist the Commercial Lines Department with customer service duties. This role focuses on providing support to clients and managing administrative tasks under the guidance of Client Advisors.

The ideal candidate will have experience in customer service, preferably within the insurance sector. Strong communication and organizational skills are essential for success in this position.

Qualifications

• Experience in a customer service role, preferably in commercial insurance.
• Ability to effectively communicate with clients and team members.
• Strong organizational skills and attention to detail.

Responsibilities

• Assist the Commercial Lines Department with customer service duties.
• Prepare and process bonds and client requests.
• Maintain client communication and manage account inquiries.

Skills

Customer service

Insurance knowledge

Attention to detail

Education

High School Diploma or equivalent

Tools

Agency Management System

Job description

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.

Company Culture

• 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: 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 requested
• Request 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 handling
• Assist 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 etc.
• Compute and initiate premium finance contracts as needed
• Complete loss analysis based on loss history received from carriers
• Complete 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 Forms
• Assist 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 Revenue
• Work closely and communicate daily with Client Advisors, Account Executives and Producers for assistance and guidance a