NBT Bank

Senior Account Manager – Business

NBT Bank

full-time

Posted on:

Location Type: Office

Location: Syracuse • New York • United States

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Job Level

Senior

About the role

  • Following department and agency procedures, perform or oversee all key servicing aspects of assigned complex, middle market to high impact 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.
  • Identify middle market to high impact 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.

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
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisproblem solvinginsurance conceptsunderwriting guidelinespolicy changescoverage reviewproposal developmentcustomer servicequotingbinding coverage
Soft Skills
verbal communicationbusiness writingempathyteam collaborationindependent workorganizational skillsprioritizationattention to detailcustomer experience enhancementfeedback provision
Certifications
Property & Casualty Broker's licenseLife, Accident, and Health licenseProfessional Insurance designation