Senior Property & Casualty Account Manager

Community Bank, N.A.; New York (NY); On-site; USD 72,000 - 124,686; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

401K with generous match

Tuition reimbursement

Banking discounts

Job summary

Community Bank, N.A. in New York, NY is hiring for an insurance professional role focusing on developing client relationships and promoting new insurance products. Applicants should have at least 5 years of insurance experience and possess a Property/Casualty License.

This position offers a salary range of $72,000 to $124,686 per year, alongside a robust benefits package including medical, dental, vision insurance and 401K contributions.

Qualifications

• 5 years of insurance experience required.
• Property/Casualty License required.
• CISR designation is preferred.

Responsibilities

• Develop and maintain client relationships.
• Manage communications about new products.
• Deliver timely and effective customer service.

Skills

Insurance experience

Customer service skills

Communication skills

Organizational skills

Attention to detail

Education

High School Diploma

Tools

Agency Management Systems

Applied Epic

Microsoft Office

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 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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• 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 client demand.
• Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position.
• Technical proficiency with coverages and various types of insurance policies as appropriate.
• Participate in seminars and training for skill and knowledge development.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
• Perform other duties as required.

Qualifications

Education:

• High School Diploma

Professional Certifications/Licenses:

• Property/Casualty License Required
• Maintain Agent/Broker License through continuing education
• Earn or maintain CISR Designation

Experience/Skills:

• 5 years Insurance Experience Required
• Working knowledge of Agency Management Systems
• Experience in the Applied Epic system is a plus but not required
• Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs
• Knowledge of Acord forms
• Self-motivated, ability to work independently and within a team
• Good organizational skills with the ability to manage multiple tasks efficiently
• Excellent oral and written communication and interpersonal skills
• An interest in meeting new people and relationship management skills
• Display trustworthiness, integrity, sincerity and discretion
• Good customer service skills
• A results-driven approach to meet core responsibilities and deadlines
• Attention to detail and accurate record keeping
• The ability to develop and deliver innovative ideas
• Excellent time management skills
• Must possess a valid driver's license and clean motor vehicle record
• All applicants must be 18 years of age or older

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

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 or sit. Use hands and fingers, 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.

The Company is an Affirmitive Action, Equal Opportunity Employer. All qualified applicants will receive consideração for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $72,000.00/Yr.

Maximum

USD $124,686.00/Yr.