Account Manager II

Pay Range

Pay Range: $20.61 - $27.49

About the role

Under limited supervision, performs customer service and sales by responding to telephone, written, and face-to-face communications from individual and small business internal and external customers. Serves as the customer's advocate by facilitating communications between the customer and carrier regarding insurance coverage.

Responsibilities

• Identify small business and middle market customer issues or concerns within assigned book of business 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.
• Process within the agency management system and/or carrier websites service and sales workload assigned following department and agency procedures. Ensure system documentation and all written communication to the customer is professional, thorough, concise, and free of typographical errors.
• 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.

Requirements

• Some degree of travel may be necessary.

Skills and Abilities

• Demonstrated excellent verbal and business writing skills;
• Able 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.

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.
• 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.

Qualifications

• Education and Experience: Associate degree and 4-years relevant work experience or equivalent combination of education and experience requiredBachelor degree preferred
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire

Skills

• 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

Physical Requirements

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Company Information

NBT empowers people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. We value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. We believe community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Our workplace fosters an environment where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Your growth and development are our priority. We provide a wide variety of development programs and tools for you to reach your full potential. We recognize and reward your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way. We have built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Why Work at NBT

• Empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
• Value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
• Empower our employees to make a positive impact beyond the workplace.
• Foster an environment where every voice matters and every team member feels empowered to contribute.
• Provide a wide variety of development programs and tools for you to reach your full potential.
• Recognize and reward your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
• Built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk.