Client-Focused Commercial Lines Advisor

Community Financial System, Inc.; City of Syracuse (NY); On-site; USD 45,000 - 75,000; Full time

Job summary

Community Financial System, Inc. seeks a Client Advisor I to consult with commercial clients, analyze coverage needs, and provide tailored insurance solutions. The role requires licensing and proficiency with agency management systems, plus strong client communication skills.

You will handle renewals, endorsements, and policy inquiries, maintaining accurate files and professional relationships with clients and carriers. On-site work with ongoing training and compliance expectations is expected.

Qualifications

• High School Diploma is required.
• Property/Casualty License required.
• Experience with agency management systems is preferred.

Responsibilities

• Consult with clients regarding insurance program needs.
• Proactively reach out to clients for ongoing engagement.
• Rate and quote renewal Commercial Lines risks.
• Screen, place, and approve Commercial Lines applications.
• Maintain client files and make client contacts as needed.
• Participate in seminars and classes for skill and knowledge development.

Skills

Customer service

Communication skills

Attention to detail

Sales ability

Education

High School Diploma

Property/Casualty License

Tools

Agency Management System

Microsoft Word

Job description

Community Financial System, Inc. seeks a Client Advisor I to consult with commercial clients, analyze coverage needs, and provide tailored insurance solutions. The role requires licensing and proficiency with agency management systems, plus strong client communication skills.

You will handle renewals, endorsements, and policy inquiries, maintaining accurate files and professional relationships with clients and carriers. On-site work with ongoing training and compliance expectations is expected.