Account Manager Associate - Personal

NBT Bancorp•Norwich, NY

12d•Onsite

About The Position

Under direct supervision, assists the department with the processing of general telephone and written inquiries. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.

Requirements

Associate degree and 1-year relevant work experience or equivalent combination of education and experience required
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
Demonstrated ability to effectively 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 own judgment, manuals, and available resources
Ability to work independently and in groups
Effective verbal and business writing skills
Proficient with Microsoft Office
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Responsibilities

Retrieve, scan and attach documents to customers' files
Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions
Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed
Handle insurance premium payment processing and billing inquiries
Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed
Perform other duties as assigned