Personal Lines Assistant

Job Description

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

• Log-in to the Agency Management System.
• Pick up and service calls that are presented to you in a timely, efficient and accurate manner.
• Complete Vehicle Change Request for all dealer calls, confirm purchase with insured, prepare ID cards and binder as requested and forward to dealer and insured. Upload change to appropriate company create activity for follow-up.
• Process payment calls from insured by confirming with the carrier the policy is in good standing. Upload payment on carrier website. Forward receipt from carrier website to customer to confirm proper handling.
• Document all transactions in Agency Management system.
• Pull new business, renewal, endorsement and cancellation declarations from the company websites in conjunction with the Business Support Team.
• Process non-pay and reinstatements according to Procedure.
• Complete CARCO inspections, notify insurance company and update Agency Management System.
• Ensure Manufacturers Statement of Origin (MSO) and Bill of Sale (BOS) are received, notify insurance company and update Agency Management System.
• Contact dealerships when MSO and BOS are not received.
• Upload electronic checks and sweep payments to company website.
• Print and forward duplicate ID cards or declaration pages to insured.
• Review and refer cancelled policy information to Client Advisors per agency guidelines.
• Mail new business policy and/or letter to insured (depending on if policy is received).
• Complete Lienholder & Mortgage changes as requested by Lending Institution.
• Manually process and invoice policy changes and renewals received from insurance company.
• Follow-up on pending activities/tasks until marked complete.
• Assist with New business support activities including but not limited to scan and attach completed Personal Lines applications to imaging.
• Task out to Client Advisors renewal increases that exceed Agency threshold.
• Participate in seminars and classes for skills and knowledge development.
• Perform other duties as required.
• 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

Qualifications

MINIMUM QUALIFICATION REQUIREMENTS:

Education, Training and Requirements:

• High School Diploma or Equivalent
• All applicants must be 18 years of age or older

Professional Certifications/Licenses:

• Property & Casualty Agents/Brokers License Preferred
• Maintain Agent/Broker License through continuing education.

Experience/Skills:

• Customer Service Experience Preferred
• Insurance Experience Preferred
• Ability to use menu-driven software
• Ability to work independently as well as in a “team” environment
• Good organizational skills with the ability to manage multiple tasks efficiently