Insurance Account Associate — Growth & Client Support

NBT; 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 for HDHP

Dental and Vision Coverage

Flexible Spending Accounts

Employer-Paid Disability Coverage

Life Insurance

Voluntary Benefits

401(k) with employer matching

Adoption Assistance

Tuition Reimbursement

Employee Assistance Program (EAP)

Pet Insurance

Financial and Banking Services

Job summary

NBT seeks a customer-focused Insurance Account Associate to support account management and sales staff in New York. Under supervision, you will service business customers and interact with carriers to ensure accurate policy transactions and timely data entry.

You'll gain exposure to insurance terms, maintain files, respond to inquiries, and collaborate with team members to meet service standards and performance metrics. Some travel may be required.

Qualifications

• Associate degree and 2 years of relevant work experience or equivalent combination required.
• Property & CasualtyBroker’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 per agency workflows and guidelines.
• Respond to inbound 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

Time management

Prioritization

Data analysis

Independent and collaborative work

Verbal and written communication

Microsoft Office

Education

Associate degree

Licenses eligible

Tools

Microsoft Office

Job description

NBT seeks a customer-focused Insurance Account Associate to support account management and sales staff in New York. Under supervision, you will service business customers and interact with carriers to ensure accurate policy transactions and timely data entry.

You'll gain exposure to insurance terms, maintain files, respond to inquiries, and collaborate with team members to meet service standards and performance metrics. Some travel may be required.