Personal Insurance Client Advisor

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 is able to 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

SUMMARY

Responsible for servicing all aspects of current clients' current policies as well as cross selling and account rounding.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Other duties may be assigned.

• All aspects of maintaining existing personal lines policies including but not limited to any changes, adjustments in coverage, etc.

• Be sure that all customers are educated regarding any questions they might have about their policies.

• Be sure that all transactions, conversations, etc. are promptly updated in AMS360.

• Be sure AMS360 is continuously updated.

• Solve client issues, elevate an issue when appropriate.

• Review all existing policies prior to their x-date to be sure there are no major changes in the customer's needs and that they are receiving the best value for their needs.

• Handle underwriting requests on established policies.

• Cross sell current customers, homes, no auto, etc.

• Quote and write overflow of new business.

• Answer client questions promptly.

• Service customers' needs that visit the office.

• Constantly look for better and more efficient ways of doing things

• Apply payments.

• Assist with overflow on incoming calls.

MOST IMPORTANT

• We are a team and will always support fellow employees in a constructive, positive manner under all circumstances.

Qualifications

MINIMUM REQUIREMENTS

• Florida Property and Casualty license, 440, 2044 or 220

• Strong customer service background

• Ability to multitask.

• Strong computer skills

• Ability to be able to communicate effectively via phone and e mail.

• Takes initiative/self-starter.

• Desire to work extremely hard and grow rapidly.

• Someone looking for a career opportunity.

Other Job Information

Hours: 40 hours week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $22.60/Hr.

Maximum

USD $33.93/Hr.