Insurance Specialist

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 Insurance team as: 

Insurance Specialist

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

Customer Service

Filing

Microsoft Office

ABOUT THE POSITION

In this position, you would be responsible for providing quality customer service, processing customer requests and transactions, and reviewing policies for accuracy prior to completion. Maintain documentation, log daily activities and transactions in management system, and follow-up on open suspense to keep current within Company guidelines.  Provide administrative support to help meet department and Company goals.This position will also support our front desk.

Responsibilities :

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

> 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.

> Receive public and answer questions (as permitted by NYS Department of Insurance) in person, by telephone, or via email – referring customers to Support Professionals as appropriate; provide consistent, outstanding customer service by anticipating and reacting to customer needs.

> File documents manually and electronically based on established criteria; prepare correspondence and reports in timely and accurate manner to meet department goals and objectives.

> Prepare premium quotations and proposals using a combination of knowledge/experience, available comparative rating tools and carrier quoting systems for data.

> Perform vehicle inspections; act as liaison between client and carrier to insure claims are handled in timely manner.

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/Experience:

> High School Diploma or equivalent experience required

>  2 years of experience in insurance environment preferred

Skills/Knowledge:

>  Excellent communication skills, both written and verbal; comfortable interacting with customers, co-workers and management

>  Knowledge of underwriting insurance coverages and insurance management systems a plus

> Proficient with Microsoft Office Suite:  Word, Excel, Outlook and PowerPoint

>  Strong organizational skills; ability to prioritize work and meet strict deadlines

> Attention to detail a must; skilled in filing both electronic and hard copy documentation

Physical Demands

> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.

> Must be able to repetitively use a telephone and computer mouse and keyboard.

> Ability to lift/move up to 15 lbs.

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 $18.00 - $21.00 commensurate with experience and education.

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