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 - South Glens Falls or Saratoga

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 South Glens Falls or Saratoga, 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