Responsibilities

• Responsible for the marketing of assigned new and renewal accounts, determining markets, obtaining and evaluating quotations, negotiating terms and pricing, and making recommendations to sales staff.
• Maintain knowledge of carrier underwriting criteria and marketing requirements.
• Proficient with various carriers' online rating systems.
• Develop a full working knowledge of agency standards and marketing workflows.
• Prepare and complete accurate submissions by populating/maintaining data in agency management system.
• Prepare proposals for sales staff, policy orders and binders with the successful carrier.
• Assist with transitioning accounts from marketing state to the service teams with proper documentation and data in the agency's management system.
• In addition, may be responsible for performing customer service on commercial property & casualty accounts serving as customer’s advocate between the customer and the insurance carrier.
• Collaborates with commercial producers to identify potential coverage gaps and recommends best offering to customer and producer.

Requirements

• New York State Property & Casualty Brokers License
• 3-5 years commercial lines account experience required
• Associate degree or equivalent work experience
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
• Professional Insurance designation req or ability to obtain within 12 months
• Excellent written and oral communication skills
• Knowledge of Microsoft Word, Excel, Outlook and Explorer
• Advanced knowledge of Agency Management System
• Advanced knowledge of commercial insurance products and coverages
• Excellent organizational and time management skills

Preferred

• Ability to travel regionally

Benefits

• 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.
• Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
• Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
• Benefits for Full-Time Employees: Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
• Parental Leave : Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage : Ensuring your overall health and well-being.