Account Manager Associate-Business

NBT Insurance Agency, LLC•Vestal, NY

3d•$19 - $25

About The Position

Under direct supervision, the Account Manager Associate-Business supports account management and sales staff by servicing business customers. The associate develops an understanding of insurance terms and coverages to interact effectively with external customers and carrier personnel, and meets established departmental service-time, quality, and key-performance standards. The role works collaboratively with colleagues in a team-based environment. Some travel may be necessary. The position processes routine policy transactions and maintains customer agency files, responds to customer inquiries, follows up with insurance carriers, and handles document retrieval and filing. Applicants must be authorized to work for any employer in the United States; visa sponsorship is not available.

Requirements

Associate degree and two years of relevant work experience, or an equivalent combination of education and experience.
Property & Casualty Broker's license and/or Life, Accident, and Health license, or ability to obtain the applicable license within six months of hire.
Ability to organize and prioritize multiple work assignments, pay attention to detail, and focus on quality.
Ability to analyze data, research problems, and make sound decisions using personal judgment, manuals, and available resources.
Ability to work independently and in groups.
Effective verbal and business writing skills.
Proficiency with Microsoft Office.
Authorization to work for any employer in the United States; the employer cannot sponsor or assume sponsorship of an employment visa.

Responsibilities

Process basic policy transactions, including issuing certificates of insurance and making policy changes.
Maintain agency files accurately and consistently by entering data in accordance with agency workflows and guidelines.
Respond to inbound calls and email correspondence, and greet and direct walk-in customers as needed.
Follow up with carriers to verify that new enrollments, cancellations, and changes have been completed properly.
Retrieve, scan, and attach documents to customer files.
Perform other duties as assigned.
Meet established departmental key performance metrics, service-time, and quality standards.

Benefits

At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.
Six weeks of paid parental leave at 100% of salary.
Medical coverage, including employer HSA contributions for participants in the High Deductible Health Plan.
Dental and vision coverage.
Flexible spending accounts for healthcare and dependent care expenses.
Employer-paid short-term and long-term disability coverage, with the option to purchase additional long-term coverage.
Employer-paid basic life insurance, with the option to purchase supplemental coverage.
Voluntary hospital, accident, and critical illness coverage.
401(k) with employer matching, optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program (EAP).
Pet insurance.
Banking-services benefits and financial-planning assistance.
For part-time employees working 20 or more hours per week: medical coverage with employer HSA contributions for High Deductible Health Plan participants, dental and vision coverage, voluntary hospital, accident, and critical illness coverage, and six weeks of paid parental leave at 100% of salary.
For all part-time employees: 401(k) with employer matching, optional Roth 401(k), and pension plan for employees working at least 1,000 hours in a calendar year; paid sick and safe leave; Employee Assistance Program; and banking-services benefits and financial-planning assistance.
Wellness initiatives and flexible work arrangements.
Development programs and tools.