Saratoga County Chamber of Commerce
Job Offer #14843

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Job Title.
   Insurance Client Advocate Professional
Short Description of the Job.
   Upstate Agency LLC- Insurance CSR –Client Advocate
Complete Description of the Job.
   MOVE YOUR CAREER IN THE RIGHT DIRECTION! Upstate Agency LLC is currently seeking a highly motivated Insurance CSR – Client Advocate Professional in the region covering Albany to Glens Falls. This opportunity may be perfect for you if you have experience in: *Insurance underwriting and rating *Providing excellent customer service *Agency Management Systems ABOUT THE POSITION In this position you will be responsible for client retention, expansion, and new business development. You will also focus on sales of insurance products/services to clients and prospects to meet policy needs. Will network with prospective clients to introduce agency and promote products that will encourage future business interaction. RESPONSIBILITIES: § Identify business opportunities by pinpointing prospective clients via networking, research, and referrals. Evaluate prospect’s coverage needs; research options and present offer quote proposals. § Research options for coverage using comparative rater and personal knowledge/experience to determine best coverage and insurance value for client or prospect. § Maintain and expand relationships with clients by providing support, information, and guidance; continuously review existing policies for accuracy and confirm client needs are being met. Proactively recommend new opportunities to improve or strengthen client coverage. § Address client requests for new business quotes; proactively review existing accounts for proper coverage and insurance carriers for placement; process changes and collect premiums as applicable. § Maintain client accounts and interactions on agency management system; handle account transactions including: quoting and placement, policy changes, cancellations, payments, and client correspondence. § Remain current on products/services, industry changes/trends, market activities, and competitors. Maintain knowledge of applicable laws and regulations as well as Company policies and procedures. § Provide consistent, outstanding customer service by responding to inquiries or complaints and consulting with clients on coverage and risk exposures to ensure coverage is adequate. § Participate actively in community to network, build brand familiarity, and fulfill Company community service requirements. QUALIFICATIONS: Education/Certifications/Experience: - Bachelors Degree or equivalent experience required - New York State Department of Insurance License required - 6+ years of experience in insurance, sales or related field required 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 tasks while meeting strict deadlines; attention to detail a must ABOUT OUR COMPANY We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. Upstate Agency Insurance is a subsidiary of Glens Falls National Bank & Trust Company. The Employee Benefits Practice of Upstate Agency can provide individuals with Health, Term Life, and Long-Term Care insurance needs. We specialize in offering businesses Health, Dental, Long-Term Care, and other Group/Voluntary insurance plans to meet the needs of their employees. 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.
Job Category.
Job Level.
   Mid Career
Position Type.
   Full Time
For More Information Contact.
   Kelly Orsini
Employer Info.
   Glens Falls National Bank
250 Glen Street
Glens Falls, NY 12801

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