Lead Client Relations Specialist

2 weeks ago

Bethlehem, Pennsylvania, United States Community Bank System Full time

Team Overview:

WHO IS COMMUNITY BANK SYSTEM?

Community Bank System is a dedicated group of over 200 professionals specializing in insurance and risk management, unified as one entity with a singular mission: to treat every client as our most important client.

As one of the rapidly expanding independent insurance and risk management firms in the northeastern region, we have team members across 18 locations, allowing us to deliver top-tier client resources while fostering an entrepreneurial, welcoming, and enjoyable workplace.

Our organizational culture is distinct. Our core principles, referred to as The Community Bank Way, include:

Knowledge Enhancement - Fostering professional development and a comprehensive understanding of the company, operational processes, and the right contacts to accomplish tasks effectively. Embracing a growth mindset in all endeavors.

Holistic Perspective - Understanding how individual contributions relate to broader objectives that can significantly impact our clients. Leveraging personal talents and the strengths of colleagues to devise unique solutions.

Recognition - Valuing the contributions of others and appreciating their strengths.

Openness - Cultivating an environment that promotes transparent communication and constructive feedback.

Greater Purpose - Striving to be more than just an insurance provider for our clients by enhancing their businesses, supporting their missions, and comprehending their challenges.

Key Responsibilities:

  • Manage a portfolio of assigned Commercial Lines accounts.
  • Market new and existing clients to potential carriers to secure competitive coverage and premiums.
  • Deliver exceptional service to commercial clients while ensuring high customer retention rates.
  • Conduct thorough coverage analysis and provide tailored consultation and recommendations.
  • Establish and nurture long-term client relationships.
  • Play a pivotal role in introducing new insurance products and ensuring the relevance of existing insurance programs.

WORK ENVIRONMENT: Our workplace is designed to encourage collaboration and engagement. Employees are offered opportunities for personal and professional growth while making a positive impact in their communities. We provide flexibility through a hybrid work schedule that combines remote and in-office work.

ESSENTIAL DUTIES:

  • Develop and maintain strong relationships with clients.
  • Promote new products through effective communication with clients.
  • Enhance the profitability of existing product lines by encouraging clients to utilize added-value services.
  • Consult on optimal coverage solutions tailored to specific needs.
  • Deliver excellent customer service by promptly addressing client inquiries and concerns.
  • Collaborate with colleagues and carrier representatives to stay informed about new and existing products.
  • Prepare comprehensive submissions to insurance carriers, including detailed narratives and loss analyses.
  • Follow up with insurance carriers to ensure timely quotes.
  • Work with producers to gather additional information from clients as needed.
  • Verify quotes against the Agency Management System for accuracy.
  • Review and update quoted data in company proposals.
  • Bind coverage and update the Agency Management System accordingly.
  • Collaborate with team members and other departments to execute strategies effectively.
  • Participate in meetings with carriers to gain market insights.
  • Ensure compliance with Community Bank System procedures by staying current with all changes.
  • Negotiate with underwriters to adjust policies as necessary to meet client needs.
  • Demonstrate proficiency in using the Agency Management System (Applied Epic), Microsoft Office, and other relevant software.
  • Exhibit technical knowledge of various insurance coverages and policies.
  • Engage in seminars and training for skill enhancement and knowledge development.
  • Perform additional duties as required.

Qualifications:

To excel in this role, candidates must effectively perform each essential duty. The following qualifications are necessary:

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 efficiently.
  • Excellent oral and written communication skills.
  • Interest in relationship management and networking.
  • Exhibit trustworthiness, integrity, 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: Competitive salary commensurate with experience, along 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 the duties of this position, the employee may be required to stand, walk, or sit, use hands and fingers, handle or feel, reach with hands or arms, and communicate effectively. Occasionally, the employee may need to lift or move up to 25 pounds. Specific vision abilities required 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 regarding the application process, please contact the Human Resources Department.

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