NBT Bank

Account Manager – Personal

NBT Bank

full-time

Posted on:

Location Type: Office

Location: Vestal • New York • 🇺🇸 United States

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Salary

💰 $18 - $24 per hour

Job Level

Mid-LevelSenior

About the role

  • Identify individual and small business 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 response to the customer.
  • Process within the agency management system and/or carrier websites service workload assigned following department and agency procedures. Ensure system documentation 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

  • Associate degree and 3-year 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;
  • Proficient in ability to analyze limited 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;
  • Proficient in Microsoft Office;
  • Ability to gain proficiency in effective use of the Agency's management system and technology tools
  • Ability to comprehend and comply with department workflows and guidance
  • Demonstrated knowledge and understanding of basic insurance concepts
  • 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.
  • Adoption Assistance : Supporting your growing family.
  • Tuition Reimbursement : Invest in your education and career growth.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Financial and Banking Services : Various 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
data analysisproblem solvingbusiness writinginsurance concepts
Soft skills
verbal communicationorganizational skillsattention to detailindependent workteam collaborationprioritization
Certifications
Property & Casualty Broker's licenseLife licenseAccident licenseHealth license