Jobs · Sales · New York

Property & Casualty Account Manager

Community Financial System, Inc. · Syracuse, NY · 3 wk ago
SalesFull-time

About the Company

OneGroup is a team of more than 200 insurance and risk management professionals who operate as ONE company with ONE team, ONE focus, and ONE mission: to serve each client as our only client. As one of the fastest-growing independent insurance and risk management organizations in the Northeast, OneGroup has team members in 18 locations, offering best-in-class client resources while maintaining an entrepreneurial, friendly, and fun environment. A subsidiary of Community Bank, N.A. (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

Our 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 get the job done. Adopting a growth mindset in everything we do.
  • Big Picture: Connecting individual contributions to larger goals that make a difference for the client. Leveraging talents and teamwork to create unique solutions.
  • Acknowledgement: Recognizing others' contributions and appreciating their strengths.
  • Transparency: Encouraging open communication and feedback.
  • Bigger Purpose: Becoming more than just an insurance company by enhancing clients' businesses, supporting their missions, and understanding their challenges.

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.
  • Maintain working knowledge and competency in the Agency Management System (Applied Epic), Microsoft Office, and other required software.
  • Demonstrate 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.
  • Perform other duties as required.
  • Maintain proficient knowledge of, and compliance with, all applicable laws and regulations, ensuring adherence to policies, procedures, and internal controls, and completing all training requirements in a timely manner.

Work Environment

OneGroup's work environment is designed to foster collaboration and engagement. Employees have opportunities for personal and professional development and can make a difference in their communities. We offer flexibility through a hybrid work schedule that blends remote and in-office work.

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