Account Manager I - Business

$40,997 - $54,746/Yr

NBT Bank - Syracuse, NY

Full-time - Entry Level

Syracuse, NY

Credit Intermediation and Related Activities

About the position

The Account Manager I position at NBT Bank involves managing small business accounts with a focus on customer service and sales. The role requires acting as an advocate for customers, ensuring their insurance needs are met while collaborating with the Business Development Manager and Producer to identify coverage gaps. The position emphasizes adherence to departmental procedures to maintain customer satisfaction and may involve some travel.

Responsibilities

• Perform or oversee all key servicing aspects of assigned small business accounts, including new business and renewal submissions, coverage review and analysis, proposals, policy changes, and timely delivery of policy documents.
• Identify small business customer issues or concerns by listening and clarifying the customer's comments, researching system files, and providing accurate responses regarding existing coverage levels.
• Participate in routine department and agency meetings, providing feedback and suggestions to enhance customer experience and overall efficiency.
• Perform other duties as assigned.

Requirements

• Associate degree and 3 years of relevant work experience or equivalent combination of education and experience required.
• Bachelor's 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.
• Proficient in Microsoft Office and ability to analyze limited data.

Nice-to-haves

• Demonstrated ability to work independently and in groups.
• Ability to effectively organize and prioritize multiple work assignments.
• Knowledge and understanding of basic insurance concepts.