Insurance Account Associate: Client Support & Growth

NBT Insurance Agency, LLC; City of Norwich (NY); Presencial; USD 25.000 - 34.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous Paid Time Off

Parental Leave

Comprehensive Medical Coverage

Dental and Vision Coverage

Flexible Spending Accounts

Employer-Paid Disability Coverage

Life Insurance

Volunteer Benefits

401(k) with employer matching

Descripción de la vacante

NBT Insurance Agency, LLC in Norwich, NY is seeking a detail‑oriented insurance account support professional. You will assist sales staff and service business customers, process policy transactions, and maintain accurate files, while learning insurance terms and carrier workflows.

The role requires an associate degree with 2 years of relevant experience and an active P&C and/or Life/Health license (or ability to obtain within 6 months).

Formación

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

Responsabilidades

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

Conocimientos

Organizational skills

Data analysis

Independent work

Verbal and written communication

MS Office

Educación

Associate degree and 2 years experience

P&C license or Life/Health license or ability to obtain in 6 months

Herramientas

Microsoft Office

Descripción del empleo

NBT Insurance Agency, LLC in Norwich, NY is seeking a detail‑oriented insurance account support professional. You will assist sales staff and service business customers, process policy transactions, and maintain accurate files, while learning insurance terms and carrier workflows.

The role requires an associate degree with 2 years of relevant experience and an active P&C and/or Life/Health license (or ability to obtain within 6 months).