Insurance 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 Insurance Account Manager is responsible for supporting the growth of personal insurance business by working closely with clients to understand their coverage needs, evaluate risk, and help protect their assets. This individual partners with clients to identify appropriate insurance solutions and works collaboratively with Personal Lines Assistants and Account Managers to quote, bind, and service policies.

 

• Working in a very busy well-known local agency office with heavy personal lines.
• Develop and maintain a strong client based through prospecting and networking activities.
• Meet and Exceed sales targets through effective sales techniques and customer service.
• Provide clients with insurance quotes and assist in the underwriting process
• Educate clients on insurance coverage options and recommend suitable insurance products.
• Build strong relationships with clients to ensure customer satisfaction and retention.
• Stay informed of changes in insurance regulations and market conditions to provide up-to-date information to clients. 
• Utilize Agency Management System (Applied Epic) to maintain accurate records of sales activity and client interactions.
• Partner with OneGroup lines of business in Commercial Insurance, HR & Employee Benefits Consulting and Risk Management to identify opportunities.
• 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

Experience/Skills:

• 5+ years' insurance industry with a brokerage or carrier experience required. A prior background in Personal Insurance sales. 
• Excellent interpersonal communication and relationship building skills to include strong presentation skills.
• Consultative approach to working with clients & assessing their risk needs.
• Ability to work in a collaborative team environment.
• Prior experience using Agency Management System, Applied EPIC preferred.
• Excellent writing skills.

• Commercial insurance experience is preferred but not required; training will be provided

• Must have P&C Agent or Broker license
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Ability to work independently with minimum oversight.
• Must possess a valid driver's license and clean motor vehicle record.
• Must be 18 years of age or older.