Senior Account Manager - Business
$62.38k - $80.73kNBT Bancorp
Pay Range $62,375.00 – $80,726.88 Job Overview 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 offerings to the 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. Education and Experience Associate degree and 5‑years relevant work experience or equivalent combination of education and experience required. Bachelor degree preferred. Licenses and Certifications Property & Casualty Broker’s license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire. Professional Insurance designation or ability to obtain within 12 months. Skills and Abilities Excellent verbal and business writing skills; ability to effectively handle diverse customers and express empathy and concern. Proficient at analyzing complex data, researching problems and making sound decisions using judgment, manuals, and available resources. Successful working independently and in groups; competent in presenting information to team members and customers. Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality. Highly proficient in Microsoft Office, especially managing Outlook emails. Excellent at quoting, proposing and binding coverage, often within stringent deadlines. Highly proficient in effective use of a management system and technology tools. Subject‑matter expert in comprehending and complying with department workflows and guidance. Subject‑matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements. Ability to travel regionally as needed. Tasks Performed 50% Following department and agency procedures, perform or oversee all key servicing aspects of assigned complex, middle market to high impact accounts within the agency management system and/or carrier websites, including but not limited to new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors. 40% Identify middle market to high impact 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. 5% Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers’ experience and overall department/agency efficiency. 5% Perform other duties as assigned. Physical Requirements Communicate effectively with internal and/or external customers. Stationary 75% of time or greater. Move objects up to 10 lbs. Work Eligibility Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or assume sponsorship of an employment visa at this time. EEO Statement EEO is the lawEEO is the LawPoster Supplement Pay TransparencyNondiscrimination ProvisionFamily Medical Leave Act (FMLA)Poster Employee Polygraph Protection Act (EPPA). NBT Insurance 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. NBT Insurance is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call View phone number on click.appcast.io or contact us via email at View email address on click.appcast.io. #J-18808-Ljbffr
$62.38k - $80.73k
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