Demo

Insurance Operations Assistant (Front End)

Community Financial System, Inc.
Syracuse, NY Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 3/16/2025
Overview:

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.

Meet the team!:
Responsibilities:
JOB SUMMARY:
The Insurance Operations Assistant provides clerical support as assigned as well as mail operations and receptionist duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES
:

  • The ability to communicate effectively with customers and clients both in person and on the organizations phone system.
  • Learn and Understand an Agency Management System
  • Process Electronic Documents (eDocs)
    • Learn and understand: Policies, Endorsements, Cancellations-Nonrenewal, Conditionals Renewals, Non-Payment/Finals, Audits, etc..
  • Personal Lines (PL)
  • Commercial Lines (CL) – Learn, understand processes and procedures around premiums and estimated commission.
  • Document Delivery – Remote employees will create letters, those in the office will print and send to client
  • Unrouted (Incoming mail)
  • Manage multiple email inboxes to properly route messages and faxes.
  • PL Unassigned
  • CL Unassigned
  • Mail
  • Incoming
  • Sorting
  • Delivering
  • Scanning
  • Outgoing (Running, Scanning, Packages)
  • Interoffice
Qualifications:
MINIMUM QUALIFICATION REQUIREMENTS:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education:
  • High School Diploma


Professional Certifications/Licenses:
  • None


Experience/Skills:
  • Customer Service experience
  • The ability to learn and understand software, agency management system, in addition to Word and Excel applications
  • Ability to work independently
  • Organizational skills with the ability to manage multiple tasks efficiently
  • Excellent interpersonal and courteous communication skills
  • The ability to problem solving with office equipment (copier, fax, postage machine, etc.)
Min: USD $17.50/Hr. Max: USD $23.82/Hr. Other Job Information:
Hours:40/week

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.

Salary : $18 - $24

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