Personal Insurance Account Manager

Job Description

Job Description

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Upstate Agency – P&C team as:

Personal Insurance Account Manager

This opportunity may be perfect for you if you have experience in:

> Thorough knowledge of personal insurance

> Excellent multitasking and prioritization skills a must

> Proactive relationship management

About this 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 Chestertown, Queensbury, South Glens Falls, or Saratoga Springs, NY office.

Essential Job Functions:

> 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.

What you will need to thrive in this role:

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:

Education/Certifications:

> 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

Skills/Knowledge:

> 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

Physical Demands:

> 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

What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

> 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

We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The salary range for this position is $25 - $30 an hour commensurate with experience and education.

Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance.

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