Personal Insurance Account Manager - Rome

Arrow Bank NA•Rome, NY

15d•$23 - $29

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 issues, recognizes when escalation is necessary, and provides consistent, timely, high-quality service to customers and prospects. The account manager 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 role also solicits referrals, maintains customer account records and transaction documentation, consults with customers about coverage and risk exposures, and works with Client Advocate Professionals and the Agency Support team to deliver a strong customer experience. The position provides training and guidance to coworkers and customers as appropriate and participates in the community as required by the Company. The position is part of Arrow Financial Corporation’s Upstate Agency – P&C team. The salary range is $23–$29 per hour, commensurate with experience and education. Additional compensation may be available through the Company’s annual bonus program, subject to individual and company performance.

Requirements

Thorough knowledge of personal insurance.
Excellent multitasking and prioritization skills.
Proactive relationship management.
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, coworkers, 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, with some brief periods of walking and standing; repetitive use of a telephone, computer, mouse, and keyboard; and ability to lift up to 15 pounds at times.

Nice To Haves

Some familiarity with commercial insurance lines.
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.

Responsibilities

Complete customer requests for new business quotes and review existing accounts for proper coverage and insurance 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 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, while anticipating and responding to customer concerns and needs.
Work with Client Advocate Professionals and the Agency Support team to provide timely, knowledgeable, high-quality customer service.
Provide training, support, and guidance to coworkers 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.
Market insurance products to existing customers and network with prospective customers to determine appropriate policy needs.
Identify and resolve issues and recognize when escalation is necessary.