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Commercial Insurance Account Manager

Employer
OneGroup
Location
Syracuse, New York
Salary
Flexible work environment, growing organization, great benefits!
Closing date
Dec 6, 2022

Job Details

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 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, 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.

MINIMUM QUALIFICATION REQUIREMENTS:

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

Professional Certifications/Licenses:

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

Experience/Skills:

  • 1.5 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

Company

ONEGROUP is a leader in risk management, insurance and business solutions. Our difference is our more than 200 experts and specialists working seamlessly to benefit our clients...with a single call. OUR VISION To create ONE company acting as ONE team with ONE focus and ONE mission: to serve each client as our ONE client.

CORE SERVICES: Workers’ Compensation Specialists Professional & General Liability Insurance Personal Home, Auto and Valuables Insurance Risk Management Consulting Commercial Insurance Employee Benefits Employee Benefit and Human Resources Consulting Independent Medical Examinations Occupational Health Networks Hiring Protocols Injury Management / Return to Work

Specialties

Workers'​ Compensation, Risk Management Consulting, Employee Benefit and Human Resources Consulting, Professional & General Liability, Personal Home, Auto Insurance, Occupational Health Networks, Health Insurance, Financial Services, FSA and HSA Services, Umbrella Insurance, RFP Design and Facilitation, and Disability Insurance

Company info
Website
Telephone
3153998513
Location
706 North Clinton Street
Syracuse
NY
13204
US

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