Account Manager II- Business

NBT Insurance Agency, LLC•Oneonta, NY

17h•$23 - $32

About The Position

Under limited supervision, performs customer service, sales and management of assigned small business and middle market accounts. Serves as the customer's advocate between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or Producer to identify potential coverage gaps and recommends best offering to customer and/or Business Development Manager/Producer. Adheres to department procedures and guides to ensure accurate responses and customer satisfaction. Some degree of travel may be necessary.

Requirements

Associate degree and 4-years 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 excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern
Proficient in ability to analyze varied data, research problems and make sound decisions using own judgement, manuals, and available resources
Demonstrated ability to work independently and in groups
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
Demonstrated proficiency in Microsoft Office
Demonstrated proficiency in effective quoting, proposing and binding of coverage
Demonstrated proficiency in effective use of a management system and technology tools
Demonstrated ability to comprehend and comply with department workflows and guidance
Demonstrated knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
Ability to travel regionally on occasion

Nice To Haves

Bachelor degree preferred

Responsibilities

Following department and agency procedures, perform or oversee all key servicing aspects of assigned small business and middle market accounts, within the agency management system and/or carrier websites, including but not limited to, new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors.
Identify small business and middle market customer issues or concerns by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer, regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency.
Perform other duties as assigned

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.