Senior Account Manager

Company: Upstate Agency, LLC
Location: South Glens Falls
Posted on: February 18, 2026

Job Description:

Job Description Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Upstate Agency, LLC Employee Benefits team as: Senior Account Manager This opportunity may be perfect for you if you have experience in: > Outstanding Customer Service > Excellent Organizational Skills > Comprehensive Insurance Knowledge About this position: Responsible for client retention and the day-to-day account management for Employee Benefit clients. The work involves an emphasis on client interactions in both written and verbal communications as well as providing support to the Employee Benefits Team. This position will assist in overall operational initiatives in support of the Company’s overall plan. Focus is on improving operational efficiencies and ensuring a superior client experience. This position can either sit in our South Glens Falls, NY or Latham, NY office. Essential Job Functions > Answering client questions via phone and e-mail. > Manage client accounts and interactions on agency management system, handle account transactions including quoting and placement, policy changes, cancellations, payments, and client correspondence. > Assist in managing efforts to improve and maximize operational efficiencies and continuously evaluating workflow for necessary modifications. > Assist in quality assurance reviews and make recommendations for procedural changes to address issues as appropriate. > Perform market reviews by creating renewal and benefit comparison spreadsheets. > 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. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: > Bachelor’s Degree or equivalent experience required > Valid New York State Department of Insurance License required or obtain within 30 days > 6 years of experience in insurance industry or related field required Skills/Knowledge: > 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 Physical Demands > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms. The salary range for this position is $75,000 - $95,000 per year commensurate with experience and education. Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance. L1-st1

Keywords: Upstate Agency, LLC, Springfield , Senior Account Manager, Accounting, Auditing , South Glens Falls, Massachusetts