Senior Commercial Lines Account Manager

The Arrow Financial Corporation Family of Companies, Upstate Agency, LLC is seeking dynamic, authentic individuals to join our amazing team!  Currently, we are looking for an experienced professional to join Upstate Agency P&C as a: 

Senior Commercial Lines Account Manager

This opportunity may be perfect for you if you have experience in:

> Outstanding Customer Service

> Identifying Business Opportunities

About this position:

Responsible for servicing, marketing, selling and client retention of a dedicated book of existing business. Focus is on servicing existing clients, processing any service-related needs, marketing renewals and new business as well as sales/cross selling as needed. This position will also be client facing as needed, networking with prospective clients to introduce agency and promote products that will encourage future business interaction.

Essential Job Functions

> Identify business opportunities by pinpointing prospective clients via networking, research, and referrals.  Evaluate prospect’s coverage needs; research options and present offer quote proposals.

> Research options for coverage using available comparative rating tools and personal knowledge/ experience to determine best coverage and insurance value for client or prospect.

> 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.

> Address client requests for new business quotes; proactively review existing accounts for proper coverage and insurance carriers for placement; process changes and collect premiums as applicable.

> Maintain client accounts and interactions on agency management system; handle account transactions including:  quoting and placement, policy changes, cancellations, payments, and client correspondence.

> 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.

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:

> Bachelor’s Degree or equivalent experience required

> New York State Department of Insurance License required

> 8 years of experience in insurance industry or related field required, 2 years’ sales preferred

> Industry Insurance Designations Preferred

Skills/Knowledge:

> Thorough knowledge of insurance underwriting and rating procedures

> Working knowledge of agency management systems a plus; specific knowledge of AMS 360 ideal

> Excellent communication skills, both written and verbal; comfortable communicating with clients, prospects, co-workers, and management

> Demonstrated ability to close a sale, network, and provide high level customer service

> Ability to work independently and as cooperative team member

> Skills in prioritizing and handling multiple tasks while meeting strict deadlines; attention to detail a must

> Proficient in Microsoft Office Suite: Word, Excel, and Outlook

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

What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us.  We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation.  Through our total rewards program, we offer a comprehensive benefits package featuring:

>    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 our employees and their immediate family members

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. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The salary range for this position is $65,000 - $90,000 per year commensurate with experience and education.

Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance.

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