Account Manager Associate – Business

NBT Insurance Agency, LLC

. Support account management and sales staff by servicing business customer needs .

Posted 11/2/2026full-timeNorwich • New York • United StatesJuniorMid-Level💰 $19 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in processing insurance transactions and maintaining accurate agency files while adhering to quality standards. Possesses strong organizational skills and the ability to communicate effectively with customers and team members.

Highest-signal resume keywords

Property & Casualty Broker's LicenseLife, Accident, and Health LicenseMicrosoft Office ProficiencyData Analysis and Problem SolvingCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy Transactions ProcessingCertificate of Insurance IssuanceData EntryDocument ManagementInsurance Terms and Coverages Understanding

Soft Skills

Attention to DetailOrganizational SkillsEffective Verbal CommunicationBusiness Writing SkillsTeam Collaboration

Certifications & Qualifications

Property & Casualty Broker's LicenseLife, Accident, and Health License

Industry Keywords

InsuranceAccount ManagementCustomer NeedsKey Performance MetricsService-Time Standards

About the role

Key responsibilities & impact

Support account management and sales staff by servicing business customer needs
Gain and apply understanding of insurance terms and coverages when interacting with external customers and carrier personnel
Meet department key performance metrics, service-time, and quality standards
Work collaboratively in a team-based environment
Process basic policy transactions, including issuing certificates of insurance and policy changes
Maintain agency files accurately by entering data according to workflows and guidelines
Respond to inbound calls and email correspondence; greet and direct walk-in customers as needed
Follow up with carriers to verify new enrollments, cancellations, and changes are completed
Retrieve, scan, and attach documents to customer files
Perform other duties as assigned
Travel may be necessary

Requirements

What you’ll need

Associate degree and 2 years of 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
Ability to organize and prioritize multiple work assignments
Attention to detail and focus on quality
Ability to analyze data, research problems, and make sound decisions using judgment, manuals, and available resources
Ability to work independently and in groups
Effective verbal and business writing skills
Proficiency with Microsoft Office
Must be authorized to work for any employer in the United States
Employer cannot sponsor or assume sponsorship of an employment visa

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 optional additional long-term coverage
Employer-paid basic life insurance, with optional 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
Career development programs and tools
Performance-based incentives
Part-time employee benefits, including medical, dental, vision, voluntary benefits, parental leave, retirement plans, paid sick and safe leave, EAP, and financial and banking services benefits, subject to stated eligibility requirements