Personal Insurance Account Manager

Arrow Bank NA•South Glens Falls, NY

2d•Onsite

About The Position

The Personal Insurance Account Manager markets insurance products to existing customers and networks with prospective customers to identify appropriate policy needs. The role identifies and resolves customer issues, escalating when necessary, and provides consistent, timely, high-quality service to meet or exceed customer expectations. The position is based in either the South Glens Falls or Saratoga, New York office. The role handles customer requests for new-business quotes, reviews existing accounts for appropriate coverage and carrier placement, processes policy changes, collects premiums when applicable, and performs claim reporting and handling. The Account Manager maintains customer account records and transaction documentation, consults customers about coverage and risk exposures, solicits referrals, and works with Client Advocate Professionals and the Agency Support team to deliver a quality customer experience. The position also provides training and guidance as appropriate and participates in the community in accordance with Company requirements.

Requirements

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 for prolonged periods, with brief periods of walking or standing; repetitive use of a telephone, computer, mouse, and keyboard; and ability to lift up to 15 pounds at times.

Nice To Haves

Bachelor’s degree or equivalent experience in a related field preferred.
Four years of qualified insurance-industry training or experience, or experience in a related field, preferred.
Thorough knowledge of personal insurance.
Excellent multitasking and prioritization skills.
Proactive relationship-management skills.

Responsibilities

Complete customer requests for new-business quotes; review existing accounts for appropriate coverage and insurance-carrier placement; process changes and collect premiums when applicable; and perform claim reporting and handling.
Solicit referrals from current customers to broaden the list of prospective customers and enhance coverage of existing customers in support of department and Company goals.
Maintain customer accounts in the agency computer system; document transactions in the activity log and suspense file; send confirmations to insureds; and follow procedures.
Consult with customers about coverage and risk exposures to ensure adequate coverage, and provide 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 exceptional service, industry knowledge, and timely responsiveness.
Provide training, support, and guidance to co-workers and customers as appropriate; answer questions and promote understanding of processes, coverages, and conditions.
Participate actively in the community as defined by Company community-involvement requirements.