Account Manager II – Personal

NBT Bank

. 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.

Posted 5/20/2026full-timeNorwich • New York • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $27 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Associate degree and 4-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
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

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance conceptsunderwriting guidelinesdata analysisbusiness writingquotingproposingbinding coveragecustomer serviceproblem solvingattention to detail

Soft Skills

verbal communicationempathyindependent workteam collaborationorganizationprioritizationjudgmentcustomer experience enhancementfeedback provisionquality focus

Certifications

Property & Casualty Broker's licenseLife, Accident, and Health licenseAssociate degreeBachelor degree