Insurance Account Associate — Growth, Team Impact

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

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

401(k) with Employer Matching

Descripción de la vacante

NBT Insurance is seeking a detail-oriented team member to support account management and sales staff by servicing business customers. The role focuses on processing policy transactions, maintaining files, and responding to inquiries, with some travel as needed.

Licensing in Property & Casualty or Life/Health is required or obtainable within six months. Ideal candidates will have an associate degree and at least two years of relevant work experience, strong data analysis skills, and proficiency

Formación

• Associate degree and 2+ years relevant work experience or equivalent
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
• Ability to analyze data, research problems and make sound decisions
• Proficient with Microsoft Office

Responsabilidades

• Process basic policy transactions, including issuing certificates of insurance and policy changes
• Maintain agency files accurately and consistently by entering data
• Respond to in-bound 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

Conocimientos

Data analysis

Prioritization

Attention to detail

Verbal and business writing

Microsoft Office

Educación

Associate degree

2+ years relevant work experience

Property & Casualty License

Life, Accident, and Health License

Herramientas

Microsoft Office

Descripción del empleo

NBT Insurance is seeking a detail-oriented team member to support account management and sales staff by servicing business customers. The role focuses on processing policy transactions, maintaining files, and responding to inquiries, with some travel as needed.

Licensing in Property & Casualty or Life/Health is required or obtainable within six months. Ideal candidates will have an associate degree and at least two years of relevant work experience, strong data analysis skills, and proficiency