Personal Insurance Account Manager

Arrow Bank NA • Saratoga Springs, NY

4d • $25 - $30

About The Position

The Personal Insurance Account Manager is responsible for marketing insurance products to existing customers while networking with prospective customers to provide appropriate policy needs. This role must ensure that issues are identified and resolved and recognize when escalation is necessary. In addition, this role is also responsible for providing consistent, timely, and high-quality service to customers and prospects resulting in expectations being met or exceeded as a norm.

This position can either sit in our Queensbury, South Glens Falls, or Saratoga Springs, NY office.

Requirements

• Thorough knowledge of personal insurance
• Excellent multitasking and prioritization skills a must
• Proactive relationship management
• Bachelors degree or equivalent experience in related field preferred
• Valid insurance licenses as required by New York State Department of Insurance required or willing to obtain
• 4 years of qualified insurance industry training/experience or experience in related field preferred
• Thorough and demonstrated knowledge of insurance underwriting and rating procedures
• Working knowledge of insurance management systems
• Excellent communication skills, both written and verbal; comfortable communicating with customers, co-workers, management, and vendors
• Ability to independently handle multiple tasks and priorities while meeting strict deadlines; attention to detail
• Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint
• Prolonged periods sitting at a desk and some brief periods of walking/standing
• Repetitive use of telephone, computer, computer mouse, and keyboard
• Must be able to lift up to 15 lbs. at times

Responsibilities

• Complete customer requests for new business quotes, review existing accounts for proper coverage and insurance carriers for placement; process changes and collect premium when applicable; perform claim reporting and handling
• Solicit referrals from current customer base to broaden list of prospective customers and enhance coverage of existing customers to support department and Company goals
• Maintain customer accounts on agency computer system; document all transactions in activity log and suspense file, send confirmations to insureds and adhere to all procedures
• Consult with customers on coverage and risk exposures to ensure adequate coverage; provide consistent, outstanding service by reacting to and anticipating customer concerns and needs
• Work closely with Client Advocate Professionals and Agency Support team to provide quality customer experience highlighted by exceptional service, outstanding knowledge of industry, and timely responsiveness
• Provide training, support and guidance to co-workers and customers as appropriate; answer questions and promote education to ensure understanding of processes, coverages, and conditions
• Participate actively in community as defined by Company community involvement 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level