Account Manager Associate

Oneonta, New York

NBT Bank
Apply for this Job
Pay Range: $16.00 - $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 Broker's license and/or Life, Accident, and Health license or ability to obtain 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.
Date Posted: 19 December 2024
Apply for this Job