Insurance Support Professional
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 role 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 intended to meet or exceed expectations. The position handles new-business quote requests, reviews existing accounts for appropriate coverage and carrier placement, processes policy changes, collects premiums when applicable, and reports and handles claims. It also maintains customer account records and transaction documentation, consults with customers about coverage and risks, solicits referrals, and collaborates with Client Advocate Professionals and Agency Support. The role may provide training and guidance to co-workers and customers and includes active participation in the community 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, use a telephone and computer, and 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.
- Excellent multitasking and prioritization skills.
- Proactive relationship management.
Responsibilities
- Complete customer requests for new-business quotes and review existing accounts for appropriate coverage and insurance carrier placement.
- Process policy changes, collect premiums when applicable, and perform claim reporting and handling.
- Solicit referrals from current customers to broaden the prospective customer base 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.
- Provide consistent, outstanding service by responding to and anticipating customer concerns and needs.
- Work with Client Advocate Professionals and the Agency Support team to provide a quality customer experience through industry knowledge, exceptional service, and timely responsiveness.
- 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.
- 401(k), pension, and Employee Stock Ownership retirement plans.
- Education and tuition reimbursement.
- Employee Assistance Program for employees and their immediate family members.
- Pleasant, inclusive work environment and career development opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
