Mid-Market Insurance Account Lead

NBT; New York (NY); On-site; USD 62,000 - 81,000; Full time

Benefits offered by this job

Paid Time Off

Medical Coverage

Retirement Plans

Professional Development

Job summary

NBT is seeking an experienced insurance professional to manage complex middle market and high-impact accounts under minimal supervision. You will act as the customer advocate, analyze coverage gaps, and coordinate with the Business Development Manager or Producer to offer the best solutions.

The role requires licenses or ability to obtain them within 6–12 months, strong written and verbal communication, and proficiency with MS Office and agency management systems.

Qualifications

• Associate's degree and 5 years relevant work experience or equivalent combination of education and experience required.
• Bachelor's degree preferred.
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire.
• Professional Insurance designation or ability to obtain within 12 months.

Responsibilities

• 50% - perform/oversee key servicing: new business & renewal submissions, coverage review, proposals, policy changes, document delivery.
• 40% - identify customer issues, research files, advise on coverage and products to minimize gaps.
• 5% - participate in routine department/agency meetings and provide feedback.
• 5% - perform other duties as assigned.

Skills

Verbal communication

Business writing

Data analysis

Independent work

Team collaboration

Microsoft Office

Education

Associate's degree

Bachelor's degree preferred

Tools

Agency management system

Carrier underwriting guidelines

Job description

NBT is seeking an experienced insurance professional to manage complex middle market and high-impact accounts under minimal supervision. You will act as the customer advocate, analyze coverage gaps, and coordinate with the Business Development Manager or Producer to offer the best solutions.

The role requires licenses or ability to obtain them within 6–12 months, strong written and verbal communication, and proficiency with MS Office and agency management systems.