Assistant Service Advisor

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Assistant Service Advisor will provide clerical assistance related to processing for property and casualty insurance, including ID cards, binders, evidence of property, reinstatements, follow-up changes and pending policies, processing notes, etc. Assist in the daily download functions or other tasks as needed.

• Set up clients in Epic
• Enter prospective clients into Sales Tracker (or Epic if we are transitioning to that)
• Maintain status of prospects in Epic
• Maintain client advisor assignments
• Complete change request assigned from the client advisor
• Set up templates for certificates in CSR24
• Review processing notes per procedure and set up delivery activity for Agency Operations
• Issue binders, id cards, evidence of property, and/or posting notice
• Assist with renewal proposals
• Process non-pay and reinstatements according to Procedure, verify Carrier information
• Follow-up on pending activities/tasks until marked complete
• Participate in seminars and classes for skills and knowlege development
• Pull loss runs and MVR's
• Set up workers comp service fee agreements
• Perform other duties as required

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education

• High school diploma or Equivalent
• All applicants must be 18 years of age or older

Professional Certifications/Licenses:

• Property & Casualty Agents/Brokers License Preferred
• Maintain Agent/Broker License through continuing education

Experience/Skills:

• Customer Service Experience Preferred
• Insurance Experience Preferred
• Ability to use menu-driven software
• Ability to work independently as well as in a "team" environment
• Good Organizational skills with the ability to manage multiple tasks efficiently

Hours: Fill In hours/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.