WHO IS ONEGROUP?

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.

• All aspects of maintaining existing personal lines policies including but not limited to any changes, adjustments in coverage, etc.
• Ensure all customers are educated regarding any questions they might have about their policies.
• Maintain all transactions, conversations, etc. promptly in AMS360
• Be sure AMS360 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 via phone or in person
• Motivation to look for more efficient processes.
• Apply payments

• Greet and assist clients, customers, and guests in a professional and courteous way.
• Answer the multi – line phone promptly, screening and routing calls accurately, take messages when necessary.
• Follow up on any inquiries, via phone or in person.
• Deliver correspondence such as mail or faxes to appropriate party/department.
• Continuously collect outgoing mail throughout the day, and prepare for postal service pick up.
• Accurately receive client payments over the phone or in person.
• Maintain office supply inventory.
• Provide clerical assistance as assigned.

• 1 – 3 years of Administrative experience required
• 1 – 3 years of Customer Service experience required
• Insurance agency experience preferred
• Ability to use menu-driven software, agency management system and insurance carrier websites in addition to Word, Excel and PowerPoint programs
• Ability to work independently
• Excellent organizational skills with the ability to manage multiple tasks efficiently
• Excellent interpersonal, communication and negotiation skills
• Experience in problem solving with office equipment (copier, fax, postage machine, etc.)

• Very bright, positive attitude, as the face of the office for all visitors to NuVantage
• Team player

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.