Senior Client Relationship Manager

1 week ago

Hazleton, Pennsylvania, United States Community Bank System Full time
Position Overview

Community Bank System is a dynamic organization comprised of over 200 professionals specializing in insurance and risk management. Our unified mission is to treat every client as our sole priority.

As one of the rapidly expanding independent insurance and risk management firms in the northeast, we operate from 18 locations, providing exceptional client resources while fostering an entrepreneurial and engaging atmosphere.

Our corporate culture is defined by our core values, known as "The Community Bank Way":

Knowledge Enhancement - We prioritize professional development and a comprehensive understanding of our operations and team dynamics. Embracing a growth mindset is essential in our approach.

Holistic Perspective - Recognizing how individual efforts contribute to broader objectives that positively impact our clients. Leveraging personal strengths and collaborative talents to devise unique solutions.

Recognition - Valuing the contributions of others and acknowledging their strengths is fundamental to our environment.

Openness - We cultivate a culture of transparent communication and constructive feedback.

Greater Purpose - Our goal is to transcend traditional insurance services, enhancing our clients' businesses and understanding their unique challenges.

Key Responsibilities

The Senior Client Relationship Manager & Business Insurance Consultant is responsible for overseeing a portfolio of assigned Commercial Lines accounts. This role involves marketing both new and existing clients to potential carriers to secure competitive coverage and pricing. Key responsibilities include:
  • Establishing and nurturing strong relationships with clients.
  • Introducing and advocating for new products through effective client communication.
  • Enhancing the profitability of existing services by promoting added-value offerings.
  • Providing expert consultation on optimal coverage solutions.
  • Delivering exceptional customer service by promptly addressing client inquiries and concerns.
  • Collaborating with colleagues and carrier representatives to stay informed about product offerings and online quoting systems.
  • Preparing thorough and accurate submissions to insurance carriers, including narrative and loss analysis.
  • Following up with carriers to ensure timely quotes.
  • Working alongside producers to gather necessary information from clients for insurance quotes.
  • Verifying quotes against the Agency Management System for coverage accuracy.
  • Updating and inputting quoted data into company proposals.
  • Binding coverage and updating the Agency Management System with issuance instructions.
  • Collaborating with team members and other departments to execute strategic initiatives.
  • Participating in meetings with carriers to gain market insights.
  • Ensuring compliance with Community Bank System procedures by staying current with changes.
  • Negotiating with underwriters to adjust policies as needed to meet client requirements.
  • Utilizing Agency Management Systems (Applied Epic), Microsoft Office, and other relevant software effectively.
  • Maintaining technical proficiency with various insurance coverages and policies.
  • Engaging in training and seminars for skill enhancement.
  • Performing additional duties as required.
Qualifications

To excel in this role, candidates must demonstrate the ability to fulfill each essential duty effectively. The following qualifications are required:

Education:
  • High School Diploma
Professional Certifications/Licenses:
  • Property/Casualty License Required
  • Maintain Agent/Broker License through ongoing education
  • Earn or maintain CISR Designation
Experience/Skills:
  • Minimum of 5 years of insurance experience required
  • Familiarity with Agency Management Systems
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel
  • Knowledge of Acord forms
  • Self-motivated with the ability to work independently and collaboratively
  • Strong organizational skills with the capacity to manage multiple tasks
  • Excellent communication and interpersonal skills
  • Interest in relationship management and networking
  • Demonstrated integrity, trustworthiness, and discretion
  • Strong customer service orientation
  • Results-driven approach to responsibilities and deadlines
  • Attention to detail and accurate record-keeping
  • Ability to generate and implement innovative ideas
  • Effective time management skills
  • Valid driver's license and clean driving record
Compensation and Benefits

Compensation is commensurate with experience, with potential for annual merit increases. In addition to a competitive salary, we offer a comprehensive benefits package including: 11 paid holidays, paid vacation, medical, vision, and dental insurance, a 401K plan with generous matching, pension options, tuition reimbursement, and various banking discounts.

Physical Requirements:

The physical demands outlined here represent those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities. While performing job duties, employees may be required to stand, walk, or sit, use hands and fingers, reach with hands or arms, and communicate effectively. Occasionally, employees may need to lift or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.

Community Bank System 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.

We are committed to making reasonable accommodations for qualified individuals with disabilities.

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