NBT Insurance Agency, LLC

Account Manager

• Perform or oversee key servicing aspects of assigned complex middle-market and high-impact accounts
• Manage new business and renewal submissions
• Review coverage and analyze customer needs
• Prepare proposals
• Process policy changes
• Review and timely deliver policy documents
• Maintain professional, thorough, concise, and error-free documentation in the agency management system and carrier websites
• Identify customer issues or concerns by listening and clarifying comments
• Research system files, procedures, and guidelines to determine required actions
• Provide accurate verbal or written responses regarding existing coverage levels
• Recommend additional products or services to minimize coverage gaps
• Participate in routine department and agency meetings
• Provide feedback and suggestions to improve customer experience and department/agency efficiency
• Perform other duties as assigned
• Serve as customer advocate between customers and carriers regarding insurance coverage
• Collaborate with the Business Development Manager and/or Producer to identify coverage gaps and recommend offerings
• Adhere to department procedures and guides to ensure accurate responses and customer satisfaction
• Travel as needed

Explore Senior Account Manager – Business at NBT Insurance Agency, LLC. Review requirements and application details.