• Insurance Administration Support Representative

    Posted: 11/13/2022


     Upstate Agency Insurance is seeking an experienced

    Insurance Administration Support Representative

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

    Customer Service 

    Office Settings





    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.


    Responsibilities Include:

    § 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.




    §     Associates Degree or equivalent experience required

    §     2-4 years of experience in insurance environment preferred


    §     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



     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.