Assistant Account Manager - Community Financial System, Inc.

Meet the team!:

Overview:

WHO IS ONEGROUP?

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:

As an Assistant Account Manager at OneGroup, your job is a crucial part of our success and client retention, and your role has two parts. One, you’ll work directly with clients issuing certificates and binders, answering billing questions, assisting in applications, and developing lasting relationships with various individuals from our client’s operations. Those relationships are critical in helping cement our client’s decisions to place their business with OneGroup. Two, you’ll work with our senior account managers, assisting them in their duties with things like reviewing policies to ensure proper coverages, working on new business and renewal submissions, working on document management in our Applied Epic systems, or any other tasks that help move their work process forward and allow them to perform at the top of their game. You’ll learn a ton from our Senior AM’s about insurance and client service, and hopefully set yourself up to jump into a full Account Management role with us!

This is a full-time position, with growth potential into an Account manager, and subsequently a Senior account manager based on your performance and insurance knowledge. While the duties can be varied, your daily activity will typically include:

• Issuing certificates of insurance and binders
• Helping senior Account Managers with attaching documents in Applied EPIC
• Resolving customer questions
• Renew proposals
• Sorting out direct bill inquiries
• Billing new and renewal accounts in our system
• Checking policies vs proposals to ensure policy accuracy
• Submitting claims
• Assisting in RMV transactions

Qualifications:

• College bachelor’s degree or equivalent preferred
• Current Massachusetts Property and Casualty Insurance License preferred
• Strong attention to detail and accuracy
• Solid computer, grammar and multi-tasking skills
• Experience in agency management software, Applied EPIC a plus
• Ability to take direction and ask questions
• Stronger than average communication skills
• All applicants must be 18 years of age or older
• Epic and insurance experience preferred

 

Min:USD $58,500.00/Yr.Max:USD $88,000.00/Yr.Other Job Information:

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.