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    Account Manager Associate- Personal - Oneonta, United States - NBT Bank

    NBT Bank
    NBT Bank Oneonta, United States

    4 weeks ago

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    Description

    Pay Range: $ $20.67

    Under direct supervision, assists the department with the processing of general telephone and written inquiries. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.

    Education and Experience

    • Associate degree and 1-year relevant work experience or equivalent combination of education and experience required
    • Property & Casualty Brokers License required within 6 months of hire

    Skills and Abilities

    • Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
    • Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources
    • Ability to work independently and in groups
    • Effective verbal and business writing skills
    • Proficient with Microsoft Office

    Tasks Performed

    • 30% Retrieve, scan and attach documents to customers' files
    • 25% Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions
    • 25% Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed
    • 10% Handle insurance premium payment processing and billing inquiries
    • 5% Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed
    • 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

    Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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