Account Manager Associate
: Job Details :


Account Manager Associate

NBT Bank

Location: Oneonta,NY, USA

Date: 2024-11-24T07:33:09Z

Job Description:

Pay Range: $16.00 - $20.67

Under direct supervision, assists the department with the processing of general telephone and written inquiries. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.

Education and Experience:

  • Associate degree and 1-year 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

Skills and Abilities:

  • Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality

  • Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources

  • Ability to work independently and in groups

  • Effective verbal and business writing skills

  • Proficient with Microsoft Office

Tasks Performed:

  • 30% Retrieve, scan and attach documents to customers' files

  • 25% Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions

  • 25% Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed

  • 10% Handle insurance premium payment processing and billing inquiries

  • 5% Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed

  • 5% Perform other duties as assigned

Physical Requirements:

  • Communicate effectively with internal and/or external customers

  • Stationary 75% of time or greater

  • Move Objects to Maximum 10 lbs

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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.

  • EEO is the law (

  • EEO is the Law Poster Supplement

  • Pay Transparency Nondiscrimination Provision ( English_formattedESQA508c.pdf)

  • Family Medical Leave Act (FMLA) Poster

  • Employee Polygraph Protection Act (EPPA) (

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.

NBT Bank 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 1-888-###-#### or contact us via email at ...@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.

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