Senior Account Manager – Business

NBT Insurance Agency, LLC

. Perform or oversee key servicing aspects of assigned complex middle-market and high-impact accounts .

Posted 10/6/2026full-timeAlbany • New York • United StatesSenior💰 $62,375 - $80,727 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

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

Highest-signal resume keywords

Property & Casualty Broker's LicenseProfessional Insurance DesignationMicrosoft Office ProficiencyInsurance Concepts ExpertiseQuoting and Proposing Coverage

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Policy AnalysisProposal PreparationCoverage QuotingData AnalysisDocumentation Management

Soft Skills

Effective CommunicationCustomer AdvocacyTeam CollaborationAttention to DetailProblem Solving

Tools & Technologies

Agency Management SystemCarrier WebsitesMicrosoft Outlook

Certifications & Qualifications

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

Industry Keywords

Middle-Market AccountsHigh-Impact AccountsInsurance CoverageUnderwriting GuidelinesCustomer Experience

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Associate's degree and 5 years relevant work experience or equivalent combination of education and experience required
Bachelor's degree preferred
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 using own judgement, manuals, and available resources
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
Proficiency in quoting, proposing, and binding coverage within stringent deadlines
Highly proficient in management systems and technology tools
Subject matter expertise in department workflows and guidance
Subject matter expertise in insurance concepts and core carrier underwriting guidelines and requirements
Ability to travel regionally as needed
Ability to communicate effectively with internal and/or external customers
Ability to remain stationary 75% of the time or greater
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

At least 22 days of paid time off annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage with 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