Senior Property & Casualty Account Manager

Community Financial System, Inc.•Guangzhou City, New York

3h•Onsite

About The Position

OneGroup is a rapidly growing independent insurance and risk management organization in the northeast, with over 200 professionals across 18 locations. As a subsidiary of Community Bank, NA, we offer best-in-class client resources within an entrepreneurial, friendly, and fun environment. Our company culture, 'The OneGroup Way,' emphasizes Knowledge Development, Big Picture thinking, Acknowledgement of others, Transparency, and a Bigger Purpose focused on enhancing our clients' businesses.

Requirements

High School Diploma
Property/Casualty License Required
Maintain Agent/Broker License through continuing education
Earn or maintain CISR Designation
5 years Insurance Experience Required
Working knowledge of Agency Management Systems
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
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
All applicants must be 18 years of age or older

Nice To Haves

Experience in the Applied Epic system is a plus but not required

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.
Perform other duties as required.