Senior Account Manager – Business

NBT Bank

. Service, sell, and manage assigned complex middle-market and high-impact business accounts under minimal supervision .

Posted 10/2/2026full-timeAlbany • New York • United StatesSenior💰 $62,375 - $80,727 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex middle-market and high-impact business accounts, with a strong focus on customer advocacy and insurance coverage analysis. Proficient in utilizing management systems and technology tools to enhance customer experience and operational efficiency.

Highest-signal resume keywords

Property & Casualty Broker's LicenseProfessional Insurance DesignationExpert Knowledge of Insurance ConceptsHighly Proficient in Microsoft OfficeAbility to Analyze Complex Data

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Coverage AnalysisQuoting and Proposing CoveragePolicy Document ManagementCoverage Gap IdentificationCustomer Issue Resolution

Soft Skills

Excellent Verbal CommunicationBusiness Writing SkillsOrganizational SkillsAttention to DetailTeam Collaboration

Tools & Technologies

Agency Management SystemsCarrier WebsitesMicrosoft Outlook

Certifications & Qualifications

Property & Casualty Broker's LicenseLife, Accident, and Health LicenseProfessional Insurance Designation

Industry Keywords

Middle-Market AccountsHigh-Impact Business AccountsInsurance ConceptsUnderwriting GuidelinesCustomer Experience

About the role

Key responsibilities & impact

Service, sell, and manage assigned complex middle-market and high-impact business accounts under minimal supervision
Serve as customer advocate between customers and carriers regarding insurance coverage
Collaborate with Business Development Managers and/or Producers to identify coverage gaps and recommend appropriate offerings
Perform or oversee servicing activities including new business and renewal submissions, coverage reviews and analyses, proposals, policy changes, and timely policy document delivery
Maintain professional, thorough, concise, and error-free documentation in agency management systems and carrier websites
Identify and resolve customer issues by listening, clarifying, researching files, procedures, and guidelines
Respond accurately to customers regarding existing coverage and recommend additional products or services to minimize coverage gaps
Participate in department and agency meetings
Provide feedback and suggestions to improve customer experience and department/agency efficiency
Perform other duties as assigned
Some regional travel may be necessary

Requirements

What you’ll need

Associate's degree and 5 years 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
Professional Insurance designation or ability to obtain within 12 months
Excellent verbal and business writing skills
Ability to analyze complex data, research problems, and make sound decisions
Ability to work independently and in groups
Ability to present information to team members and customers
Ability to organize and prioritize multiple work assignments with attention to detail and quality
Highly proficient in Microsoft Office, especially Outlook email management
Effective quoting, proposing, and binding of coverage within stringent deadlines
Highly proficient in management systems and technology tools
Expert knowledge of department workflows and guidance
Expert knowledge of insurance concepts and core carrier underwriting guidelines and requirements
Ability to travel regionally as needed
Ability to move objects up to 10 lbs
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants
Dental and vision coverage
Flexible Spending Accounts for healthcare and dependent care expenses
Employer-paid short-term and long-term disability coverage, with option to purchase additional long-term coverage
Employer-paid basic life insurance, with option to purchase supplemental coverage
Voluntary hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Financial and banking services benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Volunteer service and charitable partnerships
Development programs and career development tools
Performance-based incentives