Account Manager II
3 weeks ago
Upstate Agency Insurance is seeking and experienced
Account Manager II
This opportunity may be perfect for you if you have experience in:
Insurance
Customer Service
Communication
About this Position
Responsible for developing and retaining a book of Employee Benefits clients. Expected to be consultative and strategic in approach to the marketplace. Works closely with Practice Leader and Account Service leaders to develop strategies and to align insurance carriers with those strategies. The work involves an emphasis on client interactions in both written and verbal communications as well as providing support to the Employee Benefits Team. This position will assist in overall operational initiatives in support of the Company's overall plan. Focus is on improving operational efficiencies and ensuring a superior client experience. This position is located at 103 Main Street, South Glens Falls, NY
RESPONSIBILITIES
> Answering client questions via phone and e-mail.
> Manage client accounts and interactions on agency management system; handle account transactions including: quoting and placement, policy changes, cancellations, payments, and client correspondence.
> Assist in managing efforts to improve and maximize operational efficiencies and continuously evaluating work flow for necessary modifications.
> Assist in quality assurance reviews and make recommendations for procedural changes to address issues as appropriate.
> Perform market reviews by creating renewal and benefit comparison spreadsheets.
> Remain current on products/services, industry changes/trends, market activities, and competitors. Maintain knowledge of applicable laws and regulations as well as Company policies and procedures.
> Provide consistent, outstanding customer service by responding to inquiries or complaints and consulting with clients on coverage and risk exposures to ensure coverage is adequate.
> Participate actively in community to network, build brand familiarity, and fulfill Company community service requirements.
QUALIFICATIONS:
Education/Certifications/Experience:
> Bachelor's Degree or equivalent experience required
> Valid New York State Department of Insurance License required or obtain within 30 days of employment
> 6 years of experience in insurance industry or related field required
Skills/Knowledge:
> Thorough knowledge of insurance
> Excellent communication skills, both written and verbal; comfortable communicating with clients, prospects, co-workers, and management
> Demonstrated ability to provide high level customer service
> Ability to work independently and as cooperative team member
> Skilled in prioritizing and handling multiple task while meeting strict deadlines; attention to detail a must
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook
ABOUT OUR COMPANY
We offer a pleasant work environment, career development opportunities, competitive compensation and an exceptional benefits package. Our Team welcomes candidates who will bring diverse intellectual, gender and ethnic perspectives. This position is located at 103 Main Street, South Glens Falls, NY
Arrow Financial Corporation is a multi-bank holding company based in Glens Falls, New York, with more than $4 billion in assets. Through its subsidiaries, Arrow provides a broad range of banking and insurance services across northeastern New York. Our subsidiaries include, Glens Falls National Bank and Trust Company, Saratoga National Bank and Trust Company and Upstate Agency, LLC. Arrow is committed to delivering value for its shareholders, its customers and its communities. Its conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
We are an Equal Opportunity Employer. Our employment decisions are made without regard for race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status or any other characteristic protected by law.
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Account Manager II
3 weeks ago
South Glens Falls, United States Arrow Financial Services Full timeMOVE YOUR CAREER IN THE RIGHT DIRECTION! Upstate Agency Insurance is seeking and experienced Account Manager II This opportunity may be perfect for you if you have experience in: Insurance Customer Service Communication About this Position Responsible for developing and retaining a book of Employee Benefits clients. Expected to be consultative and...
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