Job description

Pay Range: $62,375.00 - $80,726.88 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. 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 s degree and 5 years 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. Professional Insurance designation or ability to obtain within 12 months Skills and Abilities: Excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern; Proficient in ability to analyze complex data, research problems and make sound decisions using own judgement, manuals, and available resources; Successful working independently and in groups, competent in presenting information to team members and customers; Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality; Highly proficient in Microsoft Office, especially managing Outlook emails Excels in effective quoting, proposing and binding of coverage, often within stringent deadlines; Highly proficient in effective use of a management system and technology tools Subject matter expert in comprehending and complying with department workflows and guidance Subject matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements Ability to travel regionally as needed Tasks Performed: 50% - Following department and agency procedures, perform or oversee all key servicing aspects of assigned complex, middle market to high impact accounts, within the agency management system and/or carrier websites, including but not limited to, new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors. 40% - Identify middle market to high impact 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 verbal or written response to the customer, regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable. 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 the time or greater Move objects up to a maximum of 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. Pet Insurance : For all your furry friends. Financial and Banking Services : Various banking services 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. Dental and Vision Coverage : Ensuring your overall health and well-being. Voluntary Benefits : Including hospital, accident, and critical illness coverage. 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 banking services 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.

Requirements

Must-haves

Associate s degree and 5 years 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.
Professional Insurance designation or ability to obtain within 12 months
Excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
Proficient in ability to analyze complex data, research problems and make sound decisions using own judgement, manuals, and available resources;
Successful working independently and in groups, competent in presenting information to team members and customers;
Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality;
Highly proficient in Microsoft Office, especially managing Outlook emails
Excels in effective quoting, proposing and binding of coverage, often within stringent deadlines;
Highly proficient in effective use of a management system and technology tools
Subject matter expert in comprehending and complying with department workflows and guidance
Subject matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
Ability to travel regionally as needed
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.
Communicate effectively with internal and/or external customers
Stationary 75% of the time or greater
Move objects up to a maximum of 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.
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.

Nice-to-haves

Bachelor s degree preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Parental Leave

Wellness