Client Advisor Business Ins Specialist

About the Company

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 provides 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, "The OneGroup Way," is built on the following core values:

• Knowledge Development – Professional growth and understanding of the company, workflow processes, and key personnel to achieve goals. Adopting a growth mindset in everything we do.
• Big Picture – Connecting individual contributions to broader client impact. Utilizing talents and teamwork to create unique solutions for clients.
• Acknowledgement – Recognizing and appreciating the contributions and strengths of others.
• Transparency – Encouraging open communication and feedback.
• Bigger Purpose – Enhancing clients' businesses, supporting their missions, and understanding their challenges to become more than just an insurance company.

OneGroup’s work environment fosters collaboration, engagement, and personal & professional development. Employees have opportunities to make a difference in their communities and benefit from a hybrid work schedule blending at-home and in-office work.

Responsibilities

• Develop and maintain strong working relationships with clients.
• Introduce and promote new insurance products through client communication.
• Increase profitability of existing product lines by encouraging clients to use added-value services.
• Consult on the most effective coverage for specific client needs.
• Deliver excellent customer service by responding swiftly to client queries and concerns.
• Communicate with colleagues and carrier representatives to stay informed about new and existing products, online quoting, market conditions, and competitors' offerings.
• Ensure compliance with OneGroup procedures by staying updated on all changes.
• Negotiate with underwriters to amend policies as needed to meet client demands.
• Demonstrate working knowledge and competency in using the Agency Management System (Applied Epic), Microsoft Office, and other required software.
• Maintain technical proficiency with coverages and various types of insurance policies.
• Authorize binding of Commercial Lines coverage within carrier-granted authority.
• Participate in seminars and training for skill and knowledge development.
• Maintain proficient knowledge of, and compliance with, all applicable laws and regulations, ensuring adherence to policies, procedures, and internal controls.
• Meet all training requirements in a timely manner.
• Perform other duties as required.

Requirements

Education:

• High School Diploma (all applicants must be 18 years of age or older).

Professional Certifications/Licenses:

• 220 License Required.
• Maintain Agent/Broker License through continuing education.
• Earn or maintain CISR Designation.

Experience/Skills:

• 5 years of insurance experience required.
• Working knowledge of Agency Management Systems; experience with Applied Epic is a plus.
• Proficiency in menu-driven software, Microsoft Office (Outlook, Word, Excel), and Acord forms.
• Self-motivated with the ability to work independently and within a team.
• Strong organizational skills with the ability to manage multiple tasks efficiently.
• Excellent oral and written communication and interpersonal skills.
• Interest in meeting new people and strong relationship management skills.
• Trustworthiness, integrity, sincerity, and discretion.
• Strong customer service skills.
• Results-driven approach to meet core responsibilities and deadlines.
• Attention to detail and accurate record-keeping.
• Ability to develop and deliver innovative ideas.
• Excellent time management skills.
• Valid driver’s license and clean motor vehicle record.

Benefits

• 11 paid holidays.
• Paid vacation.
• Medical, Vision, and Dental insurance.
• 401K with generous employer match.
• Pension plan.
• Tuition reimbursement.
• Banking discounts.

Pay

Minimum USD $23.30/Hr. Maximum USD $35.07/Hr.

Schedule

40 hours a week.

Physical Requirements

The physical demands described are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• While performing duties, the employee may be required to stand, walk, or sit.
• Use of hands and fingers to handle or feel, reach with hands or arms, speak, and hear.
• Occasional lifting and/or moving of up to 25 pounds.
• Specific vision abilities required include close vision and the ability to focus.