Account Manager Associate-Business

NBT Insurance; City of Norwich (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

401(k) with Employer Matching

Job summary

NBT Insurance is seeking a detail-oriented team member to support account management and sales staff by servicing business customers. The role focuses on processing policy transactions, maintaining files, and responding to inquiries, with some travel as needed.

Licensing in Property & Casualty or Life/Health is required or obtainable within six months. Ideal candidates will have an associate degree and at least two years of relevant work experience, strong data analysis skills, and proficiency

Qualifications

• Associate degree and 2+ years relevant work experience or equivalent
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
• Ability to analyze data, research problems and make sound decisions
• Proficient with Microsoft Office

Responsibilities

• Process basic policy transactions, including issuing certificates of insurance and policy changes
• Maintain agency files accurately and consistently by entering data
• Respond to in-bound calls and email correspondence; greet and direct walk-in customers
• Follow up with carriers to verify enrollments, cancellations and changes
• Retrieve, scan and attach documents to customers' files
• Perform other duties as assigned

Skills

Data analysis

Prioritization

Attention to detail

Verbal and business writing

Microsoft Office

Education

Associate degree

2+ years relevant work experience

Property & Casualty License

Life, Accident, and Health License

Tools

Microsoft Office

Job description

Pay Range: $18.50 - $24.59Under direct supervision, supports account management and sales staff by servicing needs of business customers. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.Education and Experience:Associate degree and 2-years relevant work experience or equivalent combination of education and experience requiredProperty & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hireSkills and Abilities:Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on qualityAbility to analyze data, research problems and make sound decisions using own judgment, manuals, and available resourcesAbility to work independently and in groupsEffective verbal and business writing skillsProficient with Microsoft OfficeTasks Performed:35% - Process basic policy transactions, including but not limited to, issuing certificates of insurance and policy changes30% - Maintain agency files accurately and consistently by entering data following agency workflows and guidelines15% - Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed10% - Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed5% - Retrieve, scan and attach documents to customers' files5% - Perform other duties as assignedPhysical Requirements:Communicate effectively with internal and/or external customersStationary 75% of time or greaterMove Objects to Maximum 10 lbsWhy Work at NBTAt NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.WellbeingAt NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.Community InvolvementNBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.CultureNBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.Career DevelopmentWhether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.Total RewardsNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.Business StabilityNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.Benefits for Full-Time Employees:Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.Parental Leave: Six weeks of paid leave at 100% of your salary.Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.Dental and Vision Coverage: Ensuring your overall health and well-being.Flexible Spending Accounts: For healthcare and dependent care expenses.Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.Voluntary Benefits: Including hospital, accident, and critical illness coverage.Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.Adoption Assistance: Supporting your growing family.Tuition Reimbursement: Invest in your education and career growth.Employee Assistance Program (EAP): Access to support and resources.Pet Insurance: For all your furry friends.Financial and Banking Services: Various banking services benefits and financial planning assistance.Benefits for Part-Time Employees Working 20+ Hours/Week:Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.Dental and Vision Coverage: Ensuring your overall health and well-being.Voluntary Benefits: Including hospital, accident, and critical illness coverage.Generous Parental Leave: Six weeks of paid leave at 100% of your salary.Benefits for All Part-Time Employees:Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your futurePaid Sick and Safe Leave: For your health and safety.Employee Assistance Program (EAP): Access to support and resources.Financial and Banking Services: Various banking services benefits and financial planning assistance.Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.