Senior Client Relationship Manager

2 weeks ago

Bethlehem, Pennsylvania, United States Community Bank System Full time

Team Overview:

About Us:
Community Bank System is a collective of over 200 professionals specializing in insurance and risk management, unified in our mission 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, ensuring we deliver top-tier client resources while fostering a collaborative and enjoyable workplace.


Our Culture:
At Community Bank System, our culture distinguishes us from others.

Our core principles, referred to as "The Community Bank Way," encompass:


Knowledge Growth - Fostering professional development and understanding of company operations and workflows.

Embracing a mindset of continuous improvement in all endeavors.


Holistic Perspective – Recognizing how individual contributions align with broader objectives that benefit our clients.

Utilizing personal talents and the strengths of colleagues to craft tailored solutions for clients.

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; we aim to enhance our clients' businesses, support their missions, and comprehend their challenges.


Key Responsibilities:


The Senior Client Relationship Manager & Business Insurance Consultant oversees a portfolio of assigned Commercial Lines accounts, while also marketing to new and existing clients to secure competitive coverage and premiums.

This role entails delivering exceptional service to commercial clients and ensuring high customer retention rates. The Client Advisor is responsible for thorough coverage evaluations and providing consultation and recommendations to clients.

Foster enduring relationships with clients, play a pivotal role in introducing innovative insurance products, and ensure the ongoing relevance of existing insurance programs.


Work Environment:
Our work environment is designed to encourage collaboration and engagement. Employees have access to opportunities for personal and professional growth and are empowered to make a positive impact in their communities. We offer flexibility through a hybrid work schedule that combines remote and in-office work.

Essential Duties:
Establish and nurture positive working relationships with clients.
Promote and introduce new products through effective communication with clients.
Enhance the profitability of existing product lines by encouraging clients to utilize additional value-added services.
Advise on the most suitable coverage for 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 and online quoting platforms.
Prepare comprehensive and accurate submissions to insurance carriers, including narrative and loss analysis.
Follow up with insurance carriers to ensure they have sufficient information for timely quotes.
Work with producers to gather additional information from clients needed for insurance carriers to provide quotes.
Verify quotes against the Agency Management System for coverage accuracy.
Review, update, and input quoted data into company proposals.
Bind coverage and update the Agency Management System to reflect issuance instructions.
Collaborate with team members and other departments to discuss strategy execution.
Participate in meetings with carriers to gain market insights.
Ensure compliance with Community Bank System procedures by staying updated on all changes.
Negotiate with underwriters to modify policies as necessary to meet client needs.

Possess a working knowledge of Agency Management Systems (Applied Epic), Microsoft Office, and other relevant software.

Demonstrate technical proficiency with various insurance coverages and policies as appropriate.
Engage in seminars and training for skill enhancement and knowledge development.
Perform additional duties as required.

Qualifications:

Education:
High School Diploma

Certifications:
Property/Casualty License Required
Maintain Agent/Broker License through ongoing education
Achieve or maintain CISR Designation

Experience/Skills:

5 years of Insurance Experience Required
Familiarity with Agency Management Systems
Experience with the Applied Epic system is advantageous but not mandatory
Proficient in using menu-driven software alongside 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 effectively
Excellent verbal and written communication and interpersonal skills
Interest in relationship management and meeting new clients
Exhibit trustworthiness, integrity, sincerity, and discretion
Strong customer service orientation
Results-driven approach to fulfilling core responsibilities and meeting deadlines
Attention to detail and accurate record-keeping
Ability to develop and present innovative ideas
Exceptional time management skills
Must possess a valid driver's license and maintain a clean motor vehicle record

Compensation:
Commensurate with experience, plus 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 & Dental insurance, 401K with generous matching, Pension, Tuition Reimbursement, and various banking discounts.

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 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 need to lift and/or move up to 25 pounds. Specific vision abilities required by this job 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.

Community Bank System will make reasonable accommodations for qualified individuals with disabilities.

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.

  • Senior Client Relationship Manager

    2 weeks ago

    Bethlehem, Pennsylvania, United States Community Bank System Full time

    Team Overview:About Community Bank System:Community Bank System is a prominent organization comprising over 200 professionals specializing in insurance and risk management. We operate as a unified 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...

  • Strategic Client Relationship Manager

    2 weeks ago

    Bethlehem, Pennsylvania, United States ABEC Inc Full time

    Job OverviewCompany Overview:ABEC Inc. stands as a premier provider in the biopharmaceutical manufacturing sector. Our distinctive advantage lies in our extensive experience combined with our capability to engineer, design, manufacture, commission, qualify, and service comprehensive bioprocess solutions aimed at reducing costs, accelerating time to market,...

  • Client Relationship Executive

    2 weeks ago

    Bethlehem, Pennsylvania, United States Grow Op Farms Full time

    Job OverviewPosition SummaryWe are seeking a Client Relationship Executive to join Grow Op Farms, a prominent producer in the cannabis sector.This position plays a vital role in nurturing client relationships, uncovering new sales avenues, and ensuring a high level of customer satisfaction. The Client Relationship Executive will also oversee the distribution...

  • Transportation Project Manager

    7 days ago

    Bethlehem, Pennsylvania, United States French & Parrello Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Project Manager - Transportation to join our team at French & Parrello Associates. As a key member of our transportation team, you will play a critical role in managing and delivering a variety of transportation improvement projects.Key ResponsibilitiesManage and deliver transportation...

  • Customer Relationship Manager

    6 days ago

    Bethlehem, Pennsylvania, United States Webster Bank Full time

    About the RoleAt Webster Bank, we're committed to delivering exceptional financial services to our customers. As a key member of our team, you'll play a vital role in building and maintaining strong relationships with our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries in a timely and accurate manner, utilizing available resources...

  • Senior Project Manager

    7 days ago

    Bethlehem, Pennsylvania, United States French & Parrello Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Project Manager - Transportation to join our team at French & Parrello Associates. As a key member of our transportation team, you will play a critical role in managing and delivering transportation improvement projects, developing and implementing strategic growth plans, and providing...

  • Transportation Project Manager

    6 days ago

    Bethlehem, Pennsylvania, United States French & Parrello Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Project Manager - Transportation to join our team at French & Parrello Associates. As a key member of our transportation team, you will play a critical role in managing and delivering a variety of transportation improvement projects.Key ResponsibilitiesManage and deliver transportation...

  • Traveling RN

    1 week ago

    Bethlehem, Pennsylvania, United States HealthEcareers - Client Full time

    HealthEcareers - Client is currently in search of a travel nurse RN specializing in Case Management. This position offers an exciting opportunity for skilled professionals to join a dynamic healthcare team.Position OverviewSpecialty: Case ManagementDiscipline: RNEmployment Type: TravelDuration: 13 weeksWeekly Hours: 40 hoursShift: 8 hours, day shiftsAs a...

  • Lead Client Consultant

    2 weeks ago

    Bethlehem, Pennsylvania, United States Community Bank System Full time

    Team Overview:About Community Bank System:Community Bank System is a prominent organization comprising over 200 experts in insurance and risk management, dedicated to serving each client with a personalized approach.As one of the rapidly expanding independent insurance and risk management firms in the northeast, we operate from 18 locations, ensuring access...

  • Relationship Banker

    4 days ago

    Bethlehem, Pennsylvania, United States M&T Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Relationship Banker to join our team at M&T Bank. As a key member of our business banking team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing proactive sales solutions to meet those needs.Key...

  • Senior Operations Manager

    5 days ago

    Bethlehem, Pennsylvania, United States Cencora Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Operations Manager to join our team at Cencora. As a key member of our leadership team, you will be responsible for managing the warehouse operations within our Bethlehem Distribution Center.Key ResponsibilitiesPlan, coordinate, and manage warehouse operations in a large, high-volume,...

  • Senior Customer Support Specialist

    2 weeks ago

    Bethlehem, Pennsylvania, United States Guardian Life Insurance Company Full time

    Role Overview:As a Senior Customer Support Specialist, you will oversee the comprehensive investigation, resolution, and response to all client inquiries. Your expertise will be crucial in ensuring customer satisfaction and fostering loyalty.Key Responsibilities:1. Develop and sustain robust relationships with designated clients and brokers.2. Deliver...

  • Relationship Banking Specialist

    6 days ago

    Bethlehem, Pennsylvania, United States Webster Bank Full time

    About the RoleAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities.Key ResponsibilitiesProvide exceptional customer service, responding to customer...

  • Senior Customer Service Specialist

    2 weeks ago

    Bethlehem, Pennsylvania, United States Guardian Life Insurance Company Full time

    Position Overview:Please Note: This role offers a competitive starting pay rate with an annual bonus target. Role Summary:Are you looking to join a dynamic and collaborative team? Are you adept at problem-solving and enjoy tackling challenges head-on? If you possess strong interpersonal skills and have a passion for delivering exceptional service, you may be...

  • 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...

  • Registered Nurse for Travel Assignments

    2 weeks ago

    Bethlehem, Pennsylvania, United States HealthEcareers - Client Full time

    HealthEcareers - Client is currently seeking a Travel Nurse RN specializing in Case Management for an exciting travel nursing opportunity.Position OverviewSpecialty: Case ManagementDiscipline: RNEmployment Type: TravelWeekly Hours: 40 hoursShift: 8 hours, day shiftsContract Duration: 13 weeksAs a leading travel nursing and allied healthcare staffing agency,...

  • Travel Nurse RN Specialist

    2 weeks ago

    Bethlehem, Pennsylvania, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a dynamic Emergency Department setting.Key ResponsibilitiesProvide high-quality patient care in a fast-paced Emergency Department environment.Collaborate with interdisciplinary teams to ensure seamless patient care.Develop and implement individualized care plans to...

  • Senior Living Therapist

    4 days ago

    Bethlehem, Pennsylvania, United States BAYADA Home Health Care Full time

    About the RoleBAYADA Home Health Care is seeking an experienced Physical Therapist to join our team in providing high-quality care to seniors in their homes.ResponsibilitiesConduct home visits to assess and treat clients with physical therapy needs.Develop and implement individualized care plans to improve clients' mobility, strength, and overall...

  • Senior Technical Support Specialist

    4 days ago

    Bethlehem, Pennsylvania, United States BERKHEIMER BUSINESS SERVICES LLC Full time

    About Berkheimer Business Services LLCWe are a leading provider of content and process automation solutions, dedicated to delivering exceptional service to our clients. Our team is passionate about staying ahead of the curve in technology and innovation.Job SummaryWe are seeking a highly skilled and experienced Senior Technical Support Specialist to join our...

  • Senior Family Services Specialist

    2 weeks ago

    Bethlehem, Pennsylvania, United States Northampton County Full time

    Salary: $50,395.00 Annually Location: Bethlehem, PA Job Type: Full time Job Number: E Department: Human Services Division: Children, Youth and Families Application RequirementsTo be considered for this role, candidates must submit a complete application prior to the deadline. Incomplete applications will be disqualified. Note: A resume alone does not fulfill...