Account Manager Associate-Business

NBT Bank; Town of Vestal (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Dental & Vision

401(k) Plan

Job summary

NBT in Vestal, NY is seeking an account support specialist to assist account management and sales staff by servicing business customers and understanding insurance terms for effective interaction with customers and carriers.

The role involves processing policy transactions, maintaining files, handling calls and emails, and coordinating enrollments with carriers. Strong attention to detail and proficiency in Microsoft Office are required.

Qualifications

• Associate degree and 2 years relevant experience or equivalent
• Property & Casualty Broker's license and/or Life, Accident and Health license or ability to obtain within 6 months of hire

Responsibilities

• Process basic policy transactions, including issuing certificates of insurance and policy changes
• Maintain agency files accurately by data entry following agency workflows and guidelines
• Respond to inbound calls and emails; greet and direct walk-in customers
• Follow up with carriers to verify enrollments, cancellations and changes
• Retrieve, scan and attach documents to customers' files and perform other duties as assigned

Skills

Organizational skills

Data analysis

Teamwork

Verbal and written communication

Microsoft Office

Education

Associate degree

Property & Casualty license

Life, Accident & Health license

Job description

Pay Range: $18.50 - $24.59

Under 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 required
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire

Skills and Abilities:

• Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
• Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources
• Ability to work independently and in groups
• Effective verbal and business writing skills
• Proficient with Microsoft Office

Tasks Performed:

• 35% - Process basic policy transactions, including but not limited to, issuing certificates of insurance and policy changes
• 30% - Maintain agency files accurately and consistently by entering data following agency workflows and guidelines
• 15% - Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed
• 10% - Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed
• 5% - Retrieve, scan and attach documents to customers' files5% - Perform other duties as assigned

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At 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.

Wellbeing

At 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 Involvement

NBT 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.

Culture

NBT 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 Development

Whether 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 Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT 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 future
• Paid 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.