Property & Casualty Account Manager

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

The Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.

WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work.

ESSENTIAL DUTIES

• 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, Online quoting along with current market conditions and competitors' products.
• 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.
• Authorize binding of Commercial Lines coverage within authority granted by the carrier.
• Participate in seminars and training for skill 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

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education:

High School Diploma

All applicants must be 18 years of age or older

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

Prior experience with surety accounts preferred

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