Insurance Account Associate: Client Support & Growth

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

Benefits offered by this job

Generous paid time off

Parental leave

Medical coverage with HSA

Dental and vision coverage

Flexible spending accounts

Employer-paid disability

Life insurance

Voluntary benefits

401(k) with company match

Roth 401(k) option

Pension plan

Adoption assistance

Tuition reimbursement

Employee assistance program (EAP)

Pet insurance

Financial and banking services

Job summary

NBT Bancorp, Inc. in New York is seeking an organized and detail-oriented support associate to back account management and sales staff for business customers. You will learn insurance terms, interact with customers and carriers, and help meet departmental metrics.

Some travel may be required. Qualifications include an associate degree and 2 years of related experience, or equivalent, plus an active Property & Casualty Broker's license or Life, Accident, and Health license (or ability to obtain

Qualifications

• 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

Responsibilities

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

Skills

Organize and prioritize work

Data analysis

Independent and team work

Verbal and written communication

Microsoft Office

Education

Associate degree or equivalent

Job description

NBT Bancorp, Inc. in New York is seeking an organized and detail-oriented support associate to back account management and sales staff for business customers. You will learn insurance terms, interact with customers and carriers, and help meet departmental metrics.

Some travel may be required. Qualifications include an associate degree and 2 years of related experience, or equivalent, plus an active Property & Casualty Broker's license or Life, Accident, and Health license (or ability to obtain