Insurance Account Coordinator

NBT; Town of Oneonta (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave: six weeks at 100%

Comprehensive Medical Coverage

Dental and Vision Coverage

401(k) with employer matching

Tuition Reimbursement

Job summary

NBT is hiring to support account management and sales staff by servicing business customers. Under supervision, you will understand insurance terms and interact with customers and carriers, contributing to service time and quality standards. Some travel may be necessary.

We value teamwork, accuracy, and strong communication, with comprehensive benefits and growth opportunities. This role supports a stable, long-standing financial institution focusing on community service and professional

Qualifications

• Requires associate degree and 2+ years of experience or equivalent.
• Licenses: Property & Casualty Broker or Life/Health or ability to obtain within 6 months of hire.
• Strong MS Office and data-analysis skills are essential.

Responsibilities

• Process basic policy transactions, including certificates of insurance and policy changes.
• Maintain agency files accurately through data entry following workflows.
• 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; perform other duties as assigned.

Skills

Organize and prioritize

Attention to detail

Data analysis

Independent and team work

Verbal and business writing

Microsoft Office

Education

Associate degree

Licenses: P&C or Life/Health

Job description

NBT is hiring to support account management and sales staff by servicing business customers. Under supervision, you will understand insurance terms and interact with customers and carriers, contributing to service time and quality standards. Some travel may be necessary.

We value teamwork, accuracy, and strong communication, with comprehensive benefits and growth opportunities. This role supports a stable, long-standing financial institution focusing on community service and professional