Additional Information
Pay Range: $20.61 - $27.49
Under limited supervision, performs customer service and sales by responding to telephone, written, and face-to-face communications from individual and small business internal and external customers. Serves as the customer's advocate by facilitating communications between the customer and carrier regarding insurance coverage. Independently and or 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 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:
Demonstrated excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
Proficient in ability to analyze varied data, research problems and make sound decisions using own judgement, manuals, and available resources;
Demonstrated ability to work independently and in groups;
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality;
Demonstrated proficiency in Microsoft Office;
Demonstrated proficiency in effective quoting, proposing and binding of coverage;
Demonstrated proficiency in effective use of a management system and technology tools
Demonstrated ability to comprehend and comply with department workflows and guidance
Demonstrated knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
Ability to travel regionally on occasion
Tasks Performed:
50% Identify small business and middle market customer issues or concerns within assigned book of business 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.
40% Process within the agency management system and/or carrier websites service and sales workload assigned following department and agency procedures. Ensure system documentation and all written communication to the customer is professional, thorough, concise, and free of typographical errors.
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
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.
Nbtbancorp · Norwich, NY