Senior Account Manager at Arrow Financial Corporation in South Glens Falls, NY
In this position with our Insurance Employee Benefits division, you would be responsible for client retention and the day to day account management for assigned clients. The work involves an emphasis on client interactions in both written and verbal communications. This role takes a leadership role in managing the client's renewal process while working with assigned producer. This position will also assists in overall operational initiatives in support of the Company's overall plan. Focus is on improving on operational efficiencies and ensuring a superior client experience. Responsibilities Include:
Maintain and expand relationships with clients by providing support, information, and guidance; continuously review existing policies for accuracy and confirm client needs are being met. Proactively recommend new opportunities to improve or strengthen client coverage. 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. Interpret data and perform plan analyses for client strategic planning purposes and internal reporting. Perform market reviews and create renewal and benefit comparison spreadsheets. Mentor staff through continuous learning and provide transplant communication and feedback. 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 New York State Department of Insurance License required or obtain within 90 days of employment 6
years of experience in insurance industry or related field required 2 years of account management required Skills/Knowledge Requirements:
Thorough knowledge of insurance underwriting and rating procedures Working knowledge of agency management systems 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
Salary Range:
$80K -- $100K
Minimum Qualification
Account ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
Maintain and expand relationships with clients by providing support, information, and guidance; continuously review existing policies for accuracy and confirm client needs are being met. Proactively recommend new opportunities to improve or strengthen client coverage. 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. Interpret data and perform plan analyses for client strategic planning purposes and internal reporting. Perform market reviews and create renewal and benefit comparison spreadsheets. Mentor staff through continuous learning and provide transplant communication and feedback. 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 New York State Department of Insurance License required or obtain within 90 days of employment 6
years of experience in insurance industry or related field required 2 years of account management required Skills/Knowledge Requirements:
Thorough knowledge of insurance underwriting and rating procedures Working knowledge of agency management systems 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
Salary Range:
$80K -- $100K
Minimum Qualification
Account ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
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