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About the Role

OneGroup is a growing insurance and risk management organization seeking a Personal Insurance Client Advisor to join their team. This role involves building client relationships, managing a book of business, and ensuring clients are adequately protected. The company emphasizes a strong culture centered on knowledge development, a big-picture perspective, acknowledgement, transparency, and a bigger purpose beyond just insurance.

Responsibilities

Handle a book of business, building relationships and ensuring efficient and accurate account activities.
Assist clients with policy changes, renewals, and claims processing.
Advise clients on the value proposition and comprehensive coverage options.
Conduct coverage and exposure reviews with existing clients.
Make personal introductions to new clients within 30-45 days of their effective date.
Review potential non-renewal issues with management.
Discuss reinstatement eligibility or rewriting coverage with carriers.
Quote and issue mid-term rewrites as exposures change.
Review renewal increases, explore rate relief options, and market if necessary.
Contact cancelled clients to determine reasons for cancellation and attempt to re-earn business.
Communicate with underwriters to resolve issues and protect client insurability.
Document all interactions with clients and carriers in the company system.
Obtain and update client contact information, focusing on email and phone number.
Advise existing clients on preferred premium payment methods.
Confirm and follow up on pending tasks in the company system.
Handle Reg. 34 issues and follow up with the DMV.
Keep clients informed throughout all processes.
Meet established metrics for account servicing, referral activity, call volume, attendance, and quality control.
Handle routine service matters when PL Assistants are unavailable.
Stay informed on important insurance coverage issues.
Stay current with primary insurance companies' underwriting guidelines, premium saving credits, and technology platforms.
Participate in seminars and classes for skills and knowledge development.
Perform other duties as required.
Maintain proficient knowledge of and comply with all applicable laws and regulations.
Ensure adherence to policies, procedures, and internal controls.
Meet all training requirements in a timely manner.

Requirements

High School Diploma or Equivalent
Property & Casualty Agents/Brokers License
Maintain License through continuing education.
One to Three or more years of Insurance Experience is preferred
Strong expertise and knowledge in policy coverage
Customer Service Experience required
Ability to use menu-driven software in addition to Word and Excel
Ability to work independently as well as in a “team” environment
Good organizational skills with the ability to manage multiple tasks efficiently
All applicants must be 18 years of age or older.

Skills

Policy coverage expertise
Customer service
Menu-driven software proficiency
Microsoft Word
Microsoft Excel
Independent work
Teamwork
Organizational skills
Task management

Location

Syracuse, NY

Work Type

Full-time

Experience Level

1-3 years of insurance experience preferred

Education Level

High School Diploma or Equivalent
College Degree Preferred

Salary/Compensations

USD $22.60/Hr. - USD $33.93/Hr.

Benefits

11 paid holidays
Paid vacation
Medical insurance
Vision insurance
Dental insurance
401K with generous match
Pension
Tuition Reimbursement
Banking discounts

About the Company

OneGroup is a team of over 200 insurance and risk management professionals.
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.
OneGroup maintains an entrepreneurial, friendly, and fun environment.
OneGroup is a subsidiary of Community Bank, NA (NYSE: CBU).
OneGroup's company culture is defined by core values: Knowledge Development, Big Picture, Acknowledgement, Transparency, and Bigger Purpose.

Equal Opportunity

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.