NBT Bank · 1 week ago
Account Manager II- Business
Oneonta, New York
Full-time
Onsite
Mid Level
$22.80/hr - $31.91/hr
4+ years expNBT Bank is a financial institution that empowers people to grow and innovate through meaningful work. The Account Manager II is responsible for managing small business and middle market accounts, serving as the customer's advocate, and collaborating with the Business Development Manager to identify coverage gaps and recommend solutions.
BankingFinancial Services
No H1B
Responsibilities
Following department and agency procedures, perform or oversee all key servicing aspects of assigned small business and middle market 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
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
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
Qualification
Required
Associate degree and 4-years relevant work experience or equivalent combination of education and experience required
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; Demonstrated proficiency in effective quoting, proposing and binding of coverage
Demonstrated proficiency in 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
Preferred
Bachelor degree preferred
Benefits
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Paid Sick and Safe Leave: For your health and safety.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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