Insurance Account Associate — Growth & Impact

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

Benefits offered by this job

Paid Time Off

Parental Leave

Medical & Dental Coverage

401(k) with employer matching

Tuition Reimbursement

Employee Assistance Program (EAP)

Wellbeing programs

Job summary

NBT Insurance is hiring a customer-focused insurance support professional in New York. The role involves servicing business customers, processing policy transactions, and maintaining files with attention to detail. Licensing requirements apply, with potential within 6 months. Strong communication and data skills are essential.

You’ll work with a collaborative team, handle inquiries by phone and email, and may travel to meet clients or carriers as needed.

Qualifications

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

Responsibilities

• Process basic policy transactions, including issuing certificates of insurance and policy changes.
• Maintain agency files by entering data 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 customer files.
• Perform other duties as assigned.

Skills

Organizational skills

Attention to detail

Data analysis

Problem solving

Teamwork

Verbal communication

Written communication

Education

Associate degree

Tools

Microsoft Office

Job description

NBT Insurance is hiring a customer-focused insurance support professional in New York. The role involves servicing business customers, processing policy transactions, and maintaining files with attention to detail. Licensing requirements apply, with potential within 6 months. Strong communication and data skills are essential.

You’ll work with a collaborative team, handle inquiries by phone and email, and may travel to meet clients or carriers as needed.