Insurance Account Associate — Grow with Client Partnerships

NBT; 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

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.