Senior Commercial P&C Account Lead

Community Bank, N.A.; Town of Plattsburgh (NY); Vor Ort; USD 72.000 - 124.686; Vollzeit

Benefits dieser Stelle

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Zusammenfassung

OneGroup, a subsidiary of Community Bank, N.A., seeks a Senior Client Advisor & Business Insurance Specialist to manage a book of Commercial Lines accounts. You will market to carriers, provide exceptional client service, and maintain high retention while presenting coverage options and recommendations.

Work is in a collaborative hybrid environment with opportunities for growth, training, and involvement in new product introductions. 5+ years of insurance experience preferred.

Qualifikationen

• High School Diploma required.
• Property/Casualty license required; CE ongoing.
• Minimum 5 years insurance experience in commercial lines.

Aufgaben

• Develop and maintain relationships with clients.
• Promote new products and services to clients.
• Prepare submissions to carriers with loss analysis.
• Coordinate with carriers to obtain timely quotes.
• Ensure accurate data entry in the agency management system.
• Negotiate with underwriters to meet client needs.

Kenntnisse

Insurance knowledge

Client relationship

Communication skills

Negotiation

MS Office proficiency

Applied Epic experience

Account management

Ausbildung

High School Diploma

Tools

Applied Epic

Microsoft Office

Agency Management System

Outlook

Jobbeschreibung

OneGroup, a subsidiary of Community Bank, N.A., seeks a Senior Client Advisor & Business Insurance Specialist to manage a book of Commercial Lines accounts. You will market to carriers, provide exceptional client service, and maintain high retention while presenting coverage options and recommendations.

Work is in a collaborative hybrid environment with opportunities for growth, training, and involvement in new product introductions. 5+ years of insurance experience preferred.