NBT Bank

Senior Account Manager, Business

NBT Bank

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $60,450 - $77,476 per year

Job Level

Senior

About the role

  • Under minimal supervision, performs customer service, sales and management of assigned complex middle market & high impact business 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.
  • Ability for role to be hybrid.
  • Tasks: Perform or oversee all key servicing aspects of assigned complex, middle market to high impact accounts including new business & renewal submissions, coverage review and analysis, proposals, policy changes, delivery of policy documents, and customer issue resolution.

Requirements

  • Associate degree and 5-years relevant work experience or equivalent combination of education and experience required
  • Bachelor degree preferred
  • Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire.
  • Professional Insurance designation or ability to obtain within 12 months
  • Excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern
  • Proficient in ability to analyze complex data, research problems and make sound decisions using own judgement, manuals, and available resources
  • Successful working independently and in groups, competent in presenting information to team members and customers
  • Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality
  • Highly proficient in Microsoft Office, especially managing Outlook emails
  • Excels in effective quoting, proposing and binding of coverage, often within stringent deadlines
  • Highly proficient in effective use of a management system and technology tools
  • Subject matter expert in comprehending and complying with department workflows and guidance
  • Subject matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
  • Ability to travel regionally as needed