Account Manager II

2 weeks ago

Syracuse, New York, United States NBT Bank Full time
Job Summary

We are seeking a highly skilled Account Manager II to join our team at NBT Bank. As an Account Manager II, you will be responsible for providing exceptional customer service, sales, and management of assigned small business and middle market accounts.

Key Responsibilities
  • Follow department and agency procedures to perform or oversee all key servicing aspects of assigned small business and middle market accounts, including new business & renewal submissions, coverage review and analysis, proposals, policy changes, and review and timely delivery of policy documents.
  • Identify small business and middle market 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.
  • Collaborate with Business Development Manager and/or Producer to identify potential coverage gaps and recommend best offering to customer and/or Business Development Manager/Producer.
  • Adhere to department procedures and guides to ensure accurate responses and customer satisfaction.
  • Participate in routine department and agency meetings, provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency.
Requirements
  • 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, effective quoting, proposing and binding of coverage, and 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.
What We Offer

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses, and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program.

Join NBT Bank and build your career through the many growth, learning, and collaborative opportunities made available across the company.

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