• Personal Lines Insurance Agent (CSR)

    Posted: 11/13/2022


    Upstate Agency LLC is currently seeking a highly motivated Insurance Support Professional (Personal Insurance CSR) in our South Glens Falls headquarters.  


    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. 


    §    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.



    §   Bachelors 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




    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.