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Insurance Support Professional

Posted: 07/01/2022

Upstate Agency LLC is currently seeking a highly motivated Insurance Support Professional (Personal Insurance CSR) our Insurance offices from Ticonderoga and/or Elizabethtown, NY.
In this position you will 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. You will be responsible for providing consistent, timely, and high-quality service to customers and prospects resulting in expectations being met or exceeded as a norm. 
Responsibilities Include:

  • 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.
  • Participate actively in community as defined by Company community involvement requirements.
  • Bachelor’s Degree or equivalent experience in related field required
  • Valid insurance licenses as required by New York State Department of Insurance required
  • 6+ years of combined qualified insurance industry training/experience or experience in related field required
  • 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 a must 
  • Proficient with Microsoft Office Suite:  Word, Excel, Outlook and PowerPoint
The Arrow Family of Companies includes Glens Falls National Bank and Trust Company, Saratoga National Bank and Trust Company, and Upstate Agency, LLC. We are a public company headquartered in Glens Falls, New York, with more than $4 billion in assets. The organization has a 40-branch footprint across eight counties from the Canadian border to Albany, with Glens Falls National Bank locations to the north and Saratoga National Bank locations to the south.  The Personal Insurance of Upstate Agency can provide our valued customers with all of their insurance needs.  We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. 
Benefit Program Highlights: Pension Plan (fully funded by the bank), Employee Stock Ownership Plan (ESOP), Profit Sharing Plan, Employee Stock Purchase Program, and a 401(k) plan.  Medical, Dental, Vision and much more!   

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