Account Administrator

Arrow Bank NASouth Glens Falls, NY
1d$22 - $24

About The Position

Responsible for client retention and the day-to-day account management for Employee Benefit clients. The work involves an emphasis on client interactions in both written and verbal communications as well as providing support to the Employee Benefits Team. This position will assist in overall operational initiatives in support of the Company’s overall plan. Focus is on improving operational efficiencies and ensuring a superior client experience. This position can either sit in our South Glens Falls, NY or Latham, NY office.

Requirements

  • Bachelor’s Degree or equivalent experience required
  • Valid New York State Department of Insurance License required or obtain within 30 days
  • Thorough knowledge of insurance
  • Excellent communication skills, both written and verbal; comfortable communicating with clients, prospects, co-workers, and management
  • Demonstrated ability to provide high level customer service
  • Ability to work independently and as cooperative team member
  • Skilled in prioritizing and handling multiple task while meeting strict deadlines; attention to detail a must
  • Proficient in Microsoft Office Suite: Word, Excel, and Outlook
  • Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
  • Must be able to repetitively use a telephone and computer mouse and keyboard.
  • Ability to lift/move up to 15 lbs.

Nice To Haves

  • 4 years of related experience preferred

Responsibilities

  • Answering client questions via phone and e-mail.
  • Manage client accounts and interactions on agency management system; handle account transactions including: quoting and placement, policy changes, cancellations, payments, and client correspondence.
  • Assist in managing efforts to improve and maximize operational efficiencies and continuously evaluating work flow for necessary modifications.
  • Assist in quality assurance reviews and make recommendations for procedural changes to address issues as appropriate.
  • Perform market reviews by creating renewal and benefit comparison spreadsheets.
  • Remain current on products/services, industry changes/trends, market activities, and competitors. Maintain knowledge of applicable laws and regulations as well as Company policies and procedures.
  • Provide consistent, outstanding customer service by responding to inquiries or complaints and consulting with clients on coverage and risk exposures to ensure coverage is adequate.
  • Participate actively in community to network, build brand familiarity, and fulfill Company community service requirements.

Benefits

  • Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
  • Medical, Dental, and Vision Insurance and Flexible Spending Plan
  • Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
  • Education and Tuition Reimbursement
  • Employee Assistance Program for our employees and their immediate family members

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

501-1,000 employees

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