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Senior Account Manager II

Posted: 05/21/2023



Upstate Agency Insurance is seeking and experienced

Senior Account Manager II

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


Customer Service





About this Position

Responsible for developing and retaining a book of Employee Benefits clients.  Expected to be consultative and strategic in approach to the marketplace. Works closely with Practice Leader and Account Service leaders to develop strategies and to align insurance carriers with those strategies.



  • Build and maintain a pipeline of new business prospects sufficient to meet new business objectives
  • Receive, record, and process all client information necessary to prepare application forms for insurance policies 
  • Utilize available value-added resources to enhance relationships, increase retention and create referral opportunities
  • Work to meet or exceed annual new business revenue goals.         
  • In conjunction with EB Practice Leader, interface with various insurance carriers to ensure products offered to each client best meets client’s needs.
  • Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
  • Adhere to renewal process to include timelines, documentation and developing renewal strategy for each account.
  • Participate actively in community to network, build brand familiarity, and fulfill Company community service requirements.



§    Bachelor’s Degree or equivalent experience required

§    Valid New York State Department of Insurance License required or obtain within 30 days of employment 

§    6+ years of related experience preferred



§    Thorough knowledge of insurance 

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

§    Demonstrated ability to provide high level customer service

§    Ability to work independently and as cooperative team member

§    Skilled in prioritizing and handling multiple task while meeting strict deadlines; attention to detail a must
§    Proficient in Microsoft Office Suite:  Word, Excel, and Outlook


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