Client Service Advisor - Business

Insurance Account Manager

Under minimal supervision, performs customer service, sales, and management of assigned complex middle market & high impact business accounts. Serves as the customer's advocate between the customer and carrier regarding insurance coverage. Consults with clients to understand their businesses' unique risks and exposures, exercising independent judgment and discretion. Provides tailored solutions to help secure the most appropriate coverage for the clients' specific needs. Adheres to department procedures and guides to ensure accurate responses and customer satisfaction. Some degree of travel may be necessary.

Education and Experience :

• Bachelors' degree and 7-years relevant work experience or equivalent combination of education and experience required.
• Property & Casualty NYS Broker's license required.
• Professional insurance designation required.

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 :

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.