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Job Description Overview 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. Responsibilities Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Rate and quote renewal Commercial Lines risks., • Screen, place, and approve Commercial Lines applications., • Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority., • Prepare and authorize ID cards for auto clients when necessary., • Initiate, screen, and prepare endorsement requests on Commercial Lines., • Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on., • Authorize cancellation requests., • Rate and compute endorsement, cancellation, additional or return premiums., • Review Company produced policies, endorsements, audits for accuracy., • Compute and initiate premium finance contracts as needed., • Take claim reports and maintain claim files on clients handled as needed., • Prepare summaries and proposals of insurance for existing accounts., • Prepare bonds, endorsements, and cancellations., • Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Authorize binding of Commercial Lines coverage within authority granted by the carrier., • Contact carriers as needed., • Contact producers as needed., • Maintain client files and make client contacts as needed., • 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 Qualifications MINIMUM QUALIFICATION REQUIREMENTS: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • High School Diploma, • Property/Casualty License Required, • If licensed, maintain Agent/Broker License through continuing education., • Three Years Insurance Experience Required, • Customer Service Experience, • Ability to use menu-driven software in addition to Word and Excel programs., • Ability to work independently., • Good organizational skills with the ability to manage multiple tasks efficiently., • Must possess a valid driver’s license and clean motor vehicle record.

Job Description Overview 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. Responsibilities The Senior Client Advisor & Business Insurance Specialist manages a book of assigned Commercial Lines accounts, primarily in our Construction Risk Management business, as well as marketing new and existing clients to prospective carriers to obtain competitive coverage and premiums. The job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program. WORK ENVIRONMENT: OneGroup’s work environment is designed to foster collaboration and engagement. Employees have opportunities for personal & professional development and to make a difference in their communities. We provide flexibility in a hybrid work schedule environment that blends at home and in office work. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Develop and maintain good working relationships with clients., • Introduce and promote new products through communication with clients., • Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible., • Consult on the most effective coverage for a particular need., • Deliver good customer service by responding swiftly to queries and concerns from clients., • Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms., • Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis., • Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote., • Working with producers, obtain additional information from clients required for Insurance Carriers offering quotes., • Check quotes against Agency Management System for accuracy of coverage., • Review, update, input quoted data into company proposals., • Bind coverage and update Agency Management System to reflect issuance instructions., • Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies., • Participate in meetings with Carriers to obtain knowledge of markets, • Ensure compliance with procedures of OneGroup by keeping up to date with all changes., • Negotiate with underwriters to amend policies where necessary in order to meet client demand., • Working knowledge and competency in use of Agency Management System (Applied Epic), Microsoft Office, and other software as required by position., • Technical proficiency with coverages and various types of insurance policies as appropriate., • Participate in seminars and training for skill and knowledge development., • Perform other duties as required. Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: • Property/Casualty License Required, • Maintain Agent/Broker License through continuing education, • Earn or maintain CISR Designation Experience/Skills: • 5 years Insurance Experience Required, Preferred Knowledge of Construction Risk, • Working knowledge of Agency Management Systems, • Experience in the Applied Epic system is a plus but not required, • Ability to use menu-driven software in addition to Microsoft office to include Outlook, Word and Excel programs, • Knowledge of Acord forms, • Self-motivated, ability to work independently and within a team, • Good organizational skills with the ability to manage multiple tasks efficiently, • Excellent oral and written communication and interpersonal skills, • An interest in meeting new people and relationship management skills, • Display trustworthiness, integrity, sincerity and discretion, • Good customer service skills, • A results-driven approach to meet core responsibilities and deadlines, • Attention to detail and accurate record keeping, • The ability to develop and deliver innovative ideas, • Excellent time management skills, • Must possess a valid driver’s license and clean motor vehicle record, • 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, • All applicants must be 18 years of age or older

At least 2 years in a Financial Advisor role or equivalent financial services experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Private Client Adviso

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Demonstrate a passion for e

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Provide a holistic view of