Risk Management Consultant

Join to apply for the Risk Management Consultant role at Community Financial System, Inc.

1 day ago Be among the first 25 applicants

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 Risk Management Consultant - CRT will aid in the assessment and improvement of client CRT programs, assist in education and training related to CRT and assist in the development of strategic risk management solutions in contractual risk transfer. This individual will also participate in the management and coordination of carrier services for clients as needed. The consultant will also be considered a lead in the administration of our COI management systems.

• Work with designated clients to assess their CRT program.
• Work with the Senior CRT Consultant or Specialist to review client agreements/documents related to CRT.
• Recommend areas for improvement to protect our client with oversight of the Senior CRT Consultant or specialist.
• Assist Clients in monitoring their executed agreements and certificates of insurance.
• Assume the role of product leader relating to the OG COI management system (Trust Layer / COI Track).
• Participate in general knowledge development activities of One Group staff on CRT.
• Be a CRT resource to both Clients and One Group staff.
• Engage in marketing activities to promote capabilities, products and services related to CRT or general risk management.
• Execute administrative and expense procedures as directed.
• 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.
• Continuously build and develop consultative and technical skills.

• Education:
  
  Bachelor's degree or commensurate experience required with a focus on risk management, insurance, law, business or fields related to contract management. All applicants must be 18 years of age or older.
• Professional Certifications/Licenses (Preferred): CLU, CPCU, ARM.
• Experience/Skills (Preferred): 5+ years' experience in account management consulting, risk management, law or related experience required.
• Excellent interpersonal communication and relationship building skills to include strong consulting skills.
• Excellent writing skills.
• Understand and have the ability to consult on the relationship among insurance, CRT and organizational risk management.
• Understanding Tort Liability.
• General understanding of Commercial Lines Insurance. Working knowledge of coverage and forms.
• General understanding of the form and function of the Certificate of Insurance.
• General understanding of the Contractual Risk Transfer process and relationship to all parties involved.
• Proficiency in Microsoft Word, Excel and PowerPoint.
• Ability to work independently with minimum oversight.
• Must possess a valid driver's license and acceptable motor vehicle record.
• Willingness to travel, including overnight, as required.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be…