Personal 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 our Insurance team as: Personal Insurance Customer Service Representative This opportunity may be perfect for you if you have experience in: Insurance Underwriting Customer Service Meeting Deadlines About this position: Market insurance products to existing customers while networking with prospective customers to provide appropriate policy needs. Must ensure that issues are identified and resolved and recognize when escalation is necessary. Responsible for providing consistent, timely, and high-quality service to customers and prospects resulting in expectations being met or exceeded as a norm. This position can work out of Saratoga Spring, NY,Chestertown,NY or South Glens Falls, NY. 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 insure understanding of processes, coverages, and conditions. 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: Bachelors 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 agent 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 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 employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law. 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 $20.00 - $28.85 commensurate with experience and education. Additional compensation may be earned through the Company's profit-sharing bonus program, subject to individual and company performance.

Created: 2024-10-19