Risk Management Consultant jobs in United States
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Community Financial System, Inc. ยท 2 days ago

Risk Management Consultant

positionSyracuse, NY
timeContract
remoteOnsite
seniorityMid, Senior Level
money$72K/yr - $125K/yr
date5+ years exp

Community Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products. The Risk Management Consultant will assess and improve client CRT programs, assist in education and training, and develop strategic risk management solutions.

Financial ServicesFunding PlatformWealth Management

Responsibilities

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 OneGroup staff on CRT
Be a CRT resource to both Clients and OneGroup 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

Qualification

Risk managementContractual Risk TransferAccount management consultingCLUCPCUARMCommercial Lines InsuranceCertificate of InsuranceConsulting skillsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointInterpersonal communicationRelationship buildingWriting skills

Required

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

Preferred

CLU, CPCU, ARM
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

Benefits

11 paid holidays
Paid vacation
Medical, Vision & Dental insurance
401K with generous match
Pension
Tuition Reimbursement
Banking discounts

Company

Community Financial System, Inc.

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Community Financial System, Inc.
dateFounded in 1866
location
Dewittville, New York, USA
people-size1001-5000 employees
web-link
https://ir.communitybanksystem.com/

Funding

Current Stage
Public Company
Total Funding
unknown
2014-03-07IPO

Leadership Team

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Dimitar Karaivanov
President & CEO
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Recent News

Seattle TechFlash
Community Bank parent invests $37M in growing insurance company
2025-09-10
thefly.com
Community Bank System raises quarterly dividend by 2.2% to 47c per share
2025-07-17
StreetInsider.com
Community Bank System (CBU) Tops Q4 EPS by 10c
2025-01-22
Company data provided by crunchbase