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KeyCorporation

Insurance Specialist

KeyCorporation - Buffalo, NY

Insurance Specialist

in

Buffalo

New York

Insurance Specialist

FLSA Status

Non-Exempt

Schedule Type

Full-Time

Job Description

Working under direct supervision, the Insurance Specialist is an entry-level position that assists Account Managers in completing day-to-day administrative tasks. Execute daily service items in accordance with the written procedures and timeliness established by the agency to meet the client s risk management needs. Assist with client insurance programs and supports internal teammates with administrative, analytical and system support to enhance the agency s relationship with the client.

ESSENTIAL JOB FUNCTIONS

* Respond to all inquiries whether by telephone, mail, Fax or on-line chat with professional, friendly service in a very timely manner; escalate service issues to more senior staff members as appropriate

* Assist in tracking client deliverables and deadlines on behalf of team members

* Assist with client materials such as presentation preparation, management reports, and member communications

* Document all customer interactions in CRM application

* Assist account managers and clients with routine customer service items, report requests, communication, and escalate issues as needed

* Perform daily, weekly, and monthly system functions and frequent ad hoc report requests, resolving most issues independently but escalating issues as needed

* Accurate and efficient maintenance of all client data in system

* Develop a comprehensive knowledge of the team s client base

* Data retrieval and entry for client financial reports

* Effectively communicate with the teams, carriers, and clients to address all customer service issues, providing necessary research and resolution

* Process and verify new business documentation for accuracy

* Assists in the renewal of policies following agency standards; verify each renewal s accuracy and ensure that all renewals and necessary documentations are produced as needed

* File documents as needed and in accordance with department procedures

* Prioritize workload and open case follow-ups on a daily basis using technology tools

* Effective assistance to team in retaining clients and revenue

* Establish interpersonal relationships by developing constructive and cooperative working relationships with team members, carriers, vendors, and clients

* Perform other tasks and duties as requested or assigned to support the division s strategic business goals

* Must adhere to pertinent laws, regulations, internal compliance policies and external compliance requirements

REQUIRED QUALIFICATIONS

* Some college education or associate degree and at least one year of relevant experience or combination of education and experience

* Knowledge of insurance products and usages preferable

* Ability to accurately add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions

* Ability to utilize computers and understand functionality. Proficient in Microsoft products including Excel, Word, PowerPoint and Outlook

* Proactive learner, takes on tough assignments to improve skills, keeps knowledge and skills up-to-date, turns mistakes into learning opportunities

* High degree of self-discipline, motivation and ability to work well in a team environment

* Organizational skills including the ability to multi-task and prioritize action items

* Problem solving skills

* Effective written and verbal communication skills and listening skills

* Must maintain a valid driver s license or have transportation available when needed to attend client and carrier meetings

* Ability to obtain and maintain required license(s)

* Must be able to work in an office environment

* Must be able to use a computer with all its components for prolonged periods of time

* Maintain and commit to a predetermined work schedule

* Must be able to remain in a stationary position

* Travel required within incumbent s region and occasionally to other regions

* Travel percentage 10%

About the Business

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

About Key

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled.

Employer's Job# 24677BR

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10 days 13 hours ago

KeyCorporation

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Insurance Specialist KeyCorporation - Buffalo, NY, United States

   

Location: Buffalo, NY

Company Profile:
It's the most important thing we do. Our nationally recognized industry experts with KeyBanc Capital Markets Inc. and dedicated financial professionals at KeyBank are focused on your business, every day. We demonstrate our value through our broad financial platform and our commitment to