Account Manager II - Personal

Customer Service And Sales Representative

Under limited supervision, performs customer service and sales by responding to telephone, written, and face-to-face communications from individual and small business internal and external customers. Serves as the customer's advocate by facilitating communications between the customer and carrier regarding insurance coverage. Independently and / or collaborates with Business Development Manager and / or Producer to identify potential coverage gaps and recommends best offering to 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 4-years 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 :

Tasks Performed :

Physical Requirements :

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees :

Benefits for Part-Time Employees Working 20+ Hours / Week :

Benefits for All Part-Time Employees :