Account Manager
1 month ago
As an Account Manager at NBT Bank, you will be responsible for managing assigned small business accounts, providing exceptional customer service, and identifying opportunities to grow our customers' business.
Key Responsibilities
• Perform or oversee all key servicing aspects of assigned small business accounts, including new business & renewal submissions, coverage review and analysis, proposals, policy changes, and review and timely delivery of policy documents.
• Identify 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 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.
• Participate in routine department and agency meetings, providing feedback and suggestions to enhance our customers' experience and overall department/agency efficiency.
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.
Skills and Abilities
• Demonstrated excellent verbal and business writing skills, ability to effectively handle diverse customers, and express empathy and concern.
• 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, effectively organize and prioritize multiple work assignments, pay attention to detail, and focus on quality.
• Proficient in Microsoft Office and 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, and ability to travel regionally on occasion.
NBT Bank is an Equal Opportunity Employer
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status, or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking, or any other class protected by Federal, State, or local law. This policy applies to all terms of employment.
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