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Assistant Client Advisor - Syracuse, United States - BPAS Trust Company of Puerto Rico
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.
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.
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.
JOB SUMMARY:
Under the direction of the Client Advisor and Business Insurance Manager, to assist the Commercial Lines Department by providing customer service to commercial clients and assist with client service duties as needed by team members.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare and process all types of bonds as requested
Request and follow-up with clients for Pre-Renewal Information.
Process new business, renewals, audits, endorsements etc. received from insurance carriers in our agency management system with Account Premium of $100,000 - $199,999
Handle tasks for accounts needing special handling
Assist with required supplementary applications as needed
Remarket policies to various carriers online for team as needed
Bind policies with carriers under the direction of the Client Advisor
Attend renewal/new business meetings with team as requested
Create, edit and finalize various types of proposals and coverage comparison spreadsheets for Client Advisor as requested
Create, edit and finalize spreadsheet allocations for insureds included but not limited to premium, locations, vehicles, entities etc.
Compute and initiate premium finance contracts as needed
Complete loss analysis based on loss history received from carriers
Complete Bid Specifications Worksheets based on insured's contracts as needed and assist with quoting ancillary policies such as OCPs, Builders Risk, etc.
Assist with the facilitation of the Service/Stewardship PlanFollow up on outstanding loss control services as needed
Maintain tasks in WorkSmart
Accept and initiate contact with clients (initial contact or back-up) via email or telephone
Have a basic understanding of Excess & Surplus Lines Placement; complete Affidavits & Total Cost Forms
Assist with client billing inquiries - call carriers and provide information to clients
Resolve premium account differences for your accounts
Create various Master Certificate Templates in CSR24
Analyze insurance requirements on requests for Certificates of Insurance and determine if coverage is in place or policies need to be endorsed
Manage pre-determined book of business as the Primary Contact; Accounts under $5,000 in Revenue
Work closely and communicate daily with Client Advisors, Account Executives and Producers for assistance and guidance and update Client Advisor daily on account activity
Monitor assigned Team's pooled to-do list and identify items needing to be handled with urgency by Business Insurance Technician I-III, as needed and assign as necessary
Perform other duties as required.
Qualifications
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 NYS Agent/Broker License
Pursuing or maintaining CISR Designation
Experience/Skills:
Insurance Experience Required
Customer Service Experience Required
Ability to use menu-driven software in addition to Word, Excel and PowerPoint programs
Self-Motivated, ability to work both independently and in team settings
Good organizational skills with the ability to manage multiple tasks efficiently
Display trustworthiness, integrity, sincerity & discretion.
Excellent Time Management Skills
Excellent oral & written communication & interpersonal skills
Knowledge of Acord forms
Attention to detail and accurate record keeping.
Manage competing demands, change approach or method to best fit the situation, ability to deal with frequent change, delays, or unexpected events.
Deliver excellent customer service, responding quickly to client questions and concerns.Balance team and individual responsibilities; contribute to building a positive team spirit, support everyone's efforts to succeed.
Must possess a valid driver's license and clean motor vehicle record
Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.
Minimum Salary:
Maximum Salary:
Salary Unit:
Yearly
