Personal Insurance Account Manager - Chestertown or Schroon Lake

Arrow Financial Corporation; Schroon Lake (NY); On-site; USD 34,440 - 41,328; Full time

Benefits offered by this job

Competitive compensation

Paid vacation, sick time, and holidays

Medical, Dental, and Vision Insurance

Education and Tuition Reimbursement

Employee Assistance Program

Job summary

Arrow Financial Corporation is seeking a highly experienced Personal Insurance Account Manager to join our Upstate Agency – P&C team in Schroon Lake, NY. This role involves managing customer accounts, providing tailored insurance solutions, and training staff.

Applicants should have a bachelor’s degree or equivalent experience along with excellent communication and multitasking skills. The position offers competitive compensation including incentives, as well as comprehensive benefits.

Qualifications

• Thorough knowledge of personal insurance is a must.
• Must communicate effectively with diverse groups.
• Experience with customer relationship management is essential.

Responsibilities

• Assist customers with new business quotes and process changes.
• Solicit referrals from existing customers.
• Maintain and document customer accounts in the system.
• Consult customers on coverage and risk exposures.
• Train and support co-workers and customers.
• Participate in community activities as required.

Skills

Knowledge of personal insurance

Multitasking and prioritization skills

Proactive relationship management

Excellent communication skills

Attention to detail

Knowledge of insurance underwriting and rating procedures

Proficient with Microsoft Office Suite

Education

Bachelor’s degree or equivalent experience in related field

Valid insurance licenses as required by New York State

4 years experience in the insurance industry

Tools

Insurance management systems

Microsoft Office Suite

Job description

Personal Insurance Account Manager

We are looking for an experienced professional to join our Upstate Agency – P&C team as a Personal insurance account manager.

Qualifications

• Thorough knowledge of personal insurance.
• Excellent multitasking and prioritization skills.
• Proactive relationship management.

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.

Education / Certifications

• Bachelor’s 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.

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 employees and their immediate family members.

Compensation

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.

Equal Opportunity Employer

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.

Location

This position can either sit in our Chestertown or Schroon Lake, NY office.