NBT Insurance Agency, LLC

Account Manager

• 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.

Account Manager II – Personal

• Retrieve, scan and attach documents to customers' files.
• Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions.
• Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed.
• Handle insurance premium payment processing and billing inquiries.
• Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed.
• Perform other duties as assigned.

Account Manager II – Personal

Account Manager Associate – Personal