Account Executive responsible for retaining and servicing existing customers at NBT Bank. Focuses on insurance solutions and risk management meet customer needs and business goals.
Responsibilities
Account Executive's are primarily responsible for retaining and servicing the needs of existing customers.
Focus on their customer's risk profile to make recommendations for both insurance products and risk management solutions.
Develop and execute individual business plans to meet retention and development goals.
Achieve agency specified retention goals and targets through effective client management.
Present and bind applicable insurance solutions for existing and new customers that effectively meets their risk profiles and insurance needs.
Requirements
Valid Driver's License is required.
Commitment to continuing education
Excellent communications skills.
Good judgement, business acumen, and sound analytic skills.
Proficient in use of Microsoft office products, Power Point, Word, Excel, Outlook and agency management system.
Experience in delivering insurance solutions involving coverage and risk management options to assigned customer base.
Strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
Self-directed and able to accomplish work with limited supervision and general work direction.
Benefits
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.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.
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