Account Manager Associate-Business

NBT Bancorp•Vestal, NY

About The Position

Under direct supervision, the Account Manager Associate supports account management and sales staff by servicing the needs of business customers. The associate develops an understanding of insurance terms and coverages to interact effectively with external customers and carrier personnel. The role requires meeting department key performance metrics and service-time and quality standards, and working with colleagues in a team-based environment. Some travel may be necessary.

Requirements

Associate degree and two years of relevant work experience, or an equivalent combination of education and experience.
Property and Casualty Broker's license and/or Life, Accident, and Health license, or ability to obtain the applicable license(s) 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 judgment, manuals, and available resources.
Ability to work independently and in groups.
Effective verbal and business writing skills.
Proficiency with Microsoft Office.

Responsibilities

Process basic policy transactions, including issuing certificates of insurance and making policy changes.
Maintain agency files accurately and consistently by entering data according to 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 new enrollments, cancellations, and changes have been completed properly.
Retrieve, scan, and attach documents to customer files.
Perform other duties as assigned.

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 High Deductible Health Plan participants.
Dental and vision coverage.
Flexible spending accounts for healthcare and dependent care expenses.
Employer-paid short-term and long-term disability coverage, with an option to purchase additional long-term coverage.
Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary hospital, accident, and critical illness coverage.
401(k) with employer matching, an optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program.
Pet insurance.
Banking services benefits and financial planning assistance.
For part-time employees working 20 or more hours per week: medical, dental, and vision coverage; voluntary benefits; and paid parental leave.
For all part-time employees: retirement plans (with pension eligibility 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.
The company describes wellbeing initiatives, flexible work arrangements, development programs, and performance-based incentives.