Personal Insurance Account Manager - Utica

Arrow Bank NA • Utica, NY

14d

About The Position

The Arrow Financial Corporation Family of Companies is seeking an experienced professional to join its Upstate Agency – P&C team as a Personal Insurance Account Manager. The position markets insurance products to existing customers and networks with prospective customers to identify appropriate policy needs. It ensures customer issues are identified and resolved, with escalation when necessary, and delivers consistent, timely, high-quality service to customers and prospects.

The role requires thorough knowledge of personal insurance, proactive relationship management, and strong multitasking and prioritization skills. Familiarity with commercial lines is helpful but not required. The position works closely with Client Advocate Professionals and the Agency Support team to provide a responsive customer experience, and participates in community activities as defined by company requirements.

Requirements

• Thorough knowledge of personal insurance.
• Valid insurance licenses as required by the New York State Department of Insurance, or willingness to obtain them.
• Thorough, demonstrated knowledge of insurance underwriting and rating procedures.
• Working knowledge of insurance management systems.
• Excellent written and verbal communication skills, including comfort communicating with customers, co-workers, management, and vendors.
• Ability to independently manage multiple tasks and priorities while meeting strict deadlines, with attention to detail.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Ability to sit at a desk for prolonged periods, walk or stand briefly, and perform repetitive use of a telephone, computer, mouse, and keyboard.
• Ability to lift up to 15 pounds at times.

Nice To Haves

• Bachelor’s degree or equivalent experience in a related field.
• Four years of qualified insurance industry training or experience, or experience in a related field.
• Some familiarity with commercial lines.

Responsibilities

• Complete customer requests for new business quotes, review existing accounts for appropriate coverage and carrier placement, process policy changes, collect premiums when applicable, and perform claim reporting and handling.
• Solicit referrals from current customers to expand the prospective customer list and enhance existing customer coverage in support of department and company goals.
• Maintain customer accounts in the agency computer system, document transactions in activity logs and suspense files, send confirmations to insureds, and follow procedures.
• Consult with customers about coverage and risk exposures to ensure adequate coverage, while responding to and anticipating customer concerns and needs.
• Work with Client Advocate Professionals and the Agency Support team to provide knowledgeable, timely, high-quality customer service.
• Provide training, support, and guidance to co-workers and customers as appropriate; answer questions and promote understanding of processes, coverage, and conditions.
• Participate actively in the community as defined by company community involvement requirements.

Benefits

• Competitive compensation, with potential bonus and incentives.
• Paid vacation, sick time, and holidays.
• Medical, dental, and vision insurance.
• Flexible spending plan.
• Multiple retirement plans, including a 401(k), pension, and employee stock ownership.
• Education and tuition reimbursement.
• Employee Assistance Program for employees and their immediate family members.
• Career development opportunities.
• Pleasant, inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed