Client Services Supervisor Excess & Surplus Lines

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.

Responsible for servicing all aspects of servicing, renewing and retaining current excess and surplus lines policies, as well as cross selling and account rounding current E & S base.

• 220 or 440 Florida Property and Casualty License
• Minimum three years' experience quoting, writing, and managing home, auto and boat policies.
• Experience/familiarity working with Applied EPIC operating system.

Essential Responsibilities:

Include the following. Other duties may be assigned.

• All aspects of maintaining existing personal lines policies for all excess and surplus lines clients including but not limited to any changes, adjustments in coverage, etc.
• Prepare all renewals for E & S clients prior to their renewal date.
• Retention of all E & S clients, including notification letter/text/phone call 45 days prior to the client's renewal date
• Be sure that all customers are educated regarding any questions they might have about their policies.
• Be sure that all transactions, conversations, etc. are promptly updated in EPIC.
• Continuously update E & S procedure with better/more efficient ways of servicing E & S clients
• Be sure EPIC is continuously updated.
• Solve client issues, elevate an issue when appropriate.
• Review all existing policies prior to their x-date to be sure there are no major changes in the customer's needs and that they are receiving the best value for their needs.
• Rewrite non renewals and cancellations when necessary.
• Handle underwriting requests on established policies.
• Cross sell current customers, home, no auto, etc.
• Quote and write overflow of new business.
• Answer client questions promptly.
• Service clients' needs that visit the office
• Constantly look for better and more efficient ways of doing things
• Apply payments
• Assist with overflow on incoming calls.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Most Important:

• We are a team and will always support fellow employees in a constructive, positive manner under all circumstances.

Requirements:

• All applicants must be 18 years of age or older

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.