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||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.
§ 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
§ 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
§ 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.
- Bachelors Degree or equivalent experience
- New York State Department of Insurance
- 6+ years of experience in insurance, sales
or related field required
- Thorough knowledge of insurance
underwriting and rating procedures
- Working knowledge of agency management
systems a plus; specific knowledge of AMS 360
- Excellent communication skills, both
written and verbal; comfortable communicating
with clients, prospects, co-workers, and
- Demonstrated ability to close a sale,
network, and provide high level customer
- 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
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.
|For More Information Contact.
|| Kelly Orsini
|| Glens Falls National Bank
250 Glen Street
Glens Falls, NY 12801
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