Account Manager II

Arrow Financial Corporation - South Glens Falls, NY

Full-time - Mid Level

South Glens Falls, NY

1-10 employees

Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers

About the position

The Account Manager II at Upstate Agency Insurance is responsible for developing and retaining a book of Employee Benefits clients. This role emphasizes a consultative and strategic approach to the marketplace, working closely with leadership to align insurance carriers with business strategies. The position involves significant client interaction, both written and verbal, and supports the Employee Benefits Team in operational initiatives aimed at enhancing client experience and operational efficiencies.

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.

Requirements

• 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
• 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 tasks while meeting strict deadlines; attention to detail a must
• Proficient in Microsoft Office Suite: Word, Excel, and Outlook

Benefits

• Pleasant work environment
• Career development opportunities
• Competitive compensation
• Exceptional benefits package