Talent.com
Account Manager - Personal

Account Manager - Personal

NBT InsuranceSaratoga Springs, NY, US
2 days ago
Job type
  • Full-time
  • Part-time
Job description

Insurance Customer Service Representative

Under limited supervision, performs customer service by responding to telephone, written, and face to face communications from individual and small business internal and external customers regarding general insurance inquiries. Conducts research using the agency management system and carrier websites. 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 3-year 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 :

  • Demonstrated excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
  • Proficient in ability to analyze limited 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;
  • Proficient in Microsoft Office;
  • Ability to gain proficiency in effective use of the Agency's management system and technology tools
  • Ability to comprehend and comply with department workflows and guidance
  • Demonstrated knowledge and understanding of basic insurance concepts
  • Ability to travel regionally on occasion
  • Tasks Performed :

  • 50% Identify individual and small business 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 response to the customer.
  • 40% Process within the agency management system and / or carrier websites service workload assigned following department and agency procedures. Ensure system documentation is professional, thorough, concise, and free of typographical errors.
  • 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 to Maximum 10 lbs
  • 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 :

  • 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.
  • Financial and Banking Services : Various benefits and financial planning assistance.
  • Benefits for Part-Time Employees Working 20+ Hours / Week :

  • Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave : Six weeks of paid leave at 100% of your salary.
  • Benefits for All Part-Time Employees :

  • Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.
  • Paid Sick and Safe Leave : For your health and safety.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Financial and Banking Services : Various benefits and financial planning assistance.
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

    Create a job alert for this search

    Account Manager • Saratoga Springs, NY, US

    Related jobs
    • Promoted
    Account Development Manager

    Account Development Manager

    TradeJobsWorkforce12209 Albany, NY, US
    Full-time
    Account Development Manager duties consist of : Identifies development potential in accounts by studying current business. interviewing key customer personnel and company personnel who have worked w...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker

    Personal Banker

    TradeJobsWorkForce12325 Schenectady, NY, US
    Full-time
    Personal Banker Job Duties : Provides exceptional customer service, involving receipt and payme...Show moreLast updated: 30+ days ago
    • Promoted
    Account Sales Representative

    Account Sales Representative

    TradeJobsWorkforce12209 Albany, NY, US
    Full-time
    Account Sales Representative Job Duties : Identifies market potential by qualifying accounts.Initiates sales process by scheduling appointments; making initial presenta...Show moreLast updated: 30+ days ago
    • Promoted
    Part-Time Retail Sales Representative

    Part-Time Retail Sales Representative

    SPECTRUMHartford, NY, United States
    Part-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 30+ days ago
    • Promoted
    Account Manager

    Account Manager

    TerraScaleEast Township, NY, US
    Full-time
    NGLmit is the leading media and entertainment company for reaching US Latinos.Our ComScore top-rated digital network reaches over 30 million viewers, ranking in the top 20 of all media companies de...Show moreLast updated: 7 days ago
    • Promoted
    Bell person

    Bell person

    Hay Creek HotelsSaratoga Springs, NY, US
    Full-time
    The Brookmere Hotel and Regent Restaurant &Bar, which opened in November 2024 and managed by Hay Creek Hotels, the Brookmere is a landmark hospitality development in Saratoga Springs, NY.Locate...Show moreLast updated: 30+ days ago
    Hospitality Account Manager

    Hospitality Account Manager

    SGA TalentSaratoga Springs, New York, United States
    Full-time
    Quick Apply
    SGA Talent is growing and we are seeking Account Managers to Join our Hospitality Division.Location : Saratoga Springs, New York This is an on-site full time role. SGA Talent's Hospitality Division i...Show moreLast updated: 12 days ago
    • Promoted
    Personal Banker

    Personal Banker

    KeyCorpDelmar, NY, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...Show moreLast updated: 7 days ago
    • Promoted
    Account Manager

    Account Manager

    Jahnel GroupSchenectady, NY, US
    Full-time
    Jahnel Group's mission is to provide the absolute best environment for software creators to pursue their passion by connecting them with great clients doing meaningful work.We get to build some of ...Show moreLast updated: 6 days ago
    Personal Lines Account Manager

    Personal Lines Account Manager

    World Insurance Associates, LLC.Slingerlands, NY, US
    Full-time
    Quick Apply
    Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, Wor...Show moreLast updated: 30+ days ago
    • Promoted
    Account Manager - Earn Up to $37 / hr

    Account Manager - Earn Up to $37 / hr

    TradeJobsWorkforce12306 Rotterdam, NY, US
    Full-time
    As an Account Manager, you will be responsible for providing growth on current accounts, including : Grow Revenue and Achieve Profit goals on assigned accounts. Respond to customer inquiries via pho...Show moreLast updated: 30+ days ago
    • Promoted
    Account Executive- Hybrid

    Account Executive- Hybrid

    iPromoGreenwich, NY, US
    Full-time
    Account Executive – Be a Growth Partner in Promotional Products.Hybrid – 3 days in office (location to be announced, likely West Village / Greenwich area). Do you wake up excited to ....Show moreLast updated: 23 days ago
    • Promoted
    Senior Account Manager - Personal Lines

    Senior Account Manager - Personal Lines

    The Richards GroupBennington, VT, US
    Full-time
    Senior Account Manager - Personal Lines.We're looking for a highly motivated Senior Account Manager to join our Personal Lines team. If you have strong interpersonal skills, a passion for building r...Show moreLast updated: 30+ days ago
    • Promoted
    Dealer Account Manager

    Dealer Account Manager

    Westlake Financial ServicesAlbany, NY, US
    Full-time
    Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model.T...Show moreLast updated: 30+ days ago
    • Promoted
    Account Manager

    Account Manager

    TradeJobsWorkforce12306 Rotterdam, NY, US
    Full-time
    As an Account Manager, you will be responsible for providing growth on current accounts, including : Grow Revenue and Achieve Profit goals on assigned accounts. Respond to customer inquiries via pho...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Lines Account Manager

    Personal Lines Account Manager

    World InsuranceSlingerlands, NY, US
    Full-time
    Job Opportunity At World Insurance Associates.World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service ...Show moreLast updated: 30+ days ago
    • Promoted
    Future Opening : Key Account Manager

    Future Opening : Key Account Manager

    Brothers That Just Do GuttersAlbany, NY, US
    Full-time
    At The Brothers That Just Do Gutters, we pride ourselves on our commitment to excellence in gutter installation and customer service. Our mission is to protect and enhance homes within our community...Show moreLast updated: 2 days ago
    • Promoted
    Account Manager

    Account Manager

    TradeJobsWorkForce12305 Schenectady, NY, US
    Full-time
    Account Manager Job Duties : Manage multiple accounts, ensuring that a high level of customer ret...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker

    Personal Banker

    TradeJobsWorkforce12257 Albany, NY, US
    Full-time
    Personal Bank job responsibilities : Provides exceptional customer service, involving receipt and payment ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Part-Time Wireless Retail Sales Associate

    Part-Time Wireless Retail Sales Associate

    SPECTRUMHartford, NY, United States
    Part-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 22 hours ago