NBT Bank

Account Manager

• 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.

Senior Account Manager, Business

Manager

• Responsible for managing the consultants including reviewing work, problem solving, creating efficient workflow processes, coaching, and developing staff and coordinating activities between Administrators and Consultants.
• Collaborates with other managers in making company decisions and developing policies as they relate to the Plan Administrators and the company.
• Tasks Performed: 45% Manage Consultants & Supervisors (if applicable) with the coordination of workflows and issue resolutions.
• 25% Develop and implement policies and procedures to ensure efficiencies.
• 15% Mentor and assist Retirement Plan Consultants.
• 10% Support and collaborate with other members of the management team.
• 5% Other duties as assigned including assisting other teams as needed.
• Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs

Senior Account Manager, Business

TPA Manager, Retirement Plan Services