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Account Manager II- Business Job Opening In Oneonta – Now Hiring NBT Bank


Job description

Pay Range: $22.35 - $31.28Job Profile Summary
Under limited supervision, performs customer service, sales and management of assigned small business and middle market 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.

Ability for role to be hybrid.

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:

  • requirements
  • Ability to travel regionally as needed
  • Tasks Performed:

  • 50% Following department and agency procedures, perform or oversee all key servicing aspects of assigned small business and middle market 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 small business and middle market 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 time or greater
  • Move Objects to Maximum 10 lbs
  • 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 purchaseadditional 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.

  • Required Skill Profession

    Advertising, Marketing, Promotions, Public Relations, And Sales Managers


    • Job Details

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    Unlock Your Account Manager Potential: Insight & Career Growth Guide


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    Are You Looking for Account Manager II Business Job?

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    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at NBT Bank adheres to the cultural norms as outlined by Expertini.

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    2. Loyalty

    3. Impartiapty

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    6. Respect for human rights

    7. Obeying United States laws and regulations

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    NBT Bank interview tips for Account Manager II  Business

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