Assistant Insurance Customer Service Representative

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join “Upstate Agency, LLC’s Property and Casualty (P&C)” team as: 

Assistant Insurance Customer Service Representative

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

> Excellent collaboration and interpersonal skills

> Strong Administrative background – attention to detail a must

> Ability to prioritize multiple requests and meet deadlines

About this position:

Work in conjunction with the Insurance Customer Service Representatives and Client Advocates to provide service and administrative support. Provide superior service to our clients while meeting regulatory requirements and department goals.

Essential Job Functions:

> Receive public and answer questions (as permitted by NYS Department of Financial Services) in person, by telephone, or via email; provide consistent, outstanding customer service by anticipating and reacting to customer needs.

> Process change requests including cancellations, policy and premium corrections from error reports, any insurance proof of coverage and transaction changes to carriers for processing as assigned within guidelines. Perform claim reporting and handling.

> Process auto identification cards, certificates, premium collection, payments to insurance carriers, and document payments in insurance management system as assigned within guidelines; conduct research as appropriate.

> Maintain documentation of daily activities and transactions on agency computer system; process insurance transactions including: payments, renewals, invoices, endorsements, reinstatements and tasks assigned within guidelines.

> Operational duties as assigned including transaction of quotes, data entry, scanning, opening mail.

> Will participate in observation of the following until appropriate licensing and experience level is achieved to perform independently: 

> 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.

> 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.

> Solicit referrals from current customer base to broaden list of prospective customers and enhance coverage of existing customers to support department and Company goals.

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:

> Associates degree or equivalent experience preferred

> New York State Department of Insurance License required or willing to obtain within 1 year

> 2 years of experience in insurance industry or related field 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 task 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 $21.64 - $26.45 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.

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