NBT Bank Norwich , NY 13815
Posted 2 months ago
Pay Range: $58,500.00 - $76,556.00
Under minimal supervision, performs customer service and sales by responding to highly complex telephone, written, and face-to-face communications from external and/or internal customers. Serves as the customer's advocate by facilitating communications 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 external/internal customer satisfaction. As a subject matter expert, assists team members when needed. Moderate travel may be necessary.
Education and Experience:
Associate degree and 5-years relevant work experience or equivalent combination of education and experience required
Bachelor degree preferred
Life, Accident and Health NYS Broker's license and/or Property & Casualty required
Professional insurance designation required
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:
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.
NBT Bank