Account Executive's are primarily responsible for retaining and servicing the needs of existing customers. Account Executives will focus on their customer's risk profile to make recommendations for both insurance products and risk management solutions. Account Executive's will develop and execute individual business plans to meet retention and development goals. Meeting of retention goals will directly contribute to agency revenue development and aide in agency growth. Account Executive's are required to maintain and develop favorable working relationships with their assigned customers and assigned service teams.
Primary Tasks
- 60% Achieve agency specified retention goals and targets through effective client management, use of agency value added services, assistance with agency technology offerings and effective leveraging of banking products and resources.
- 35% Achieve revenue goals by presenting and binding applicable insurance solutions for existing and new customers that effectively meets their risk profiles and insurance needs.
- 5% All other tasks as assigned by management.
Knowledge, Skills And Abilities
- To be successful in this role, it takes professionals who posses the right combination of excellent communications skills, good judgement, business acumen, and sound analytic skills.
- Working knowledge and proficiency in delivering insurance solutions involving coverage and risk management options to assigned customer base.
- Demonstrated team player and high quality service provider.
- Maintain working relationship with the customer service staff and central marketing unit to enhance customer experience.
- Work cooperatively with other account executives and banking partners to cross-sell and service customer base.
- Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
- Must be self-directed and able to accomplish work with limited supervision and general work direction.
- Proficient in use of Microsoft office products, Power Point, Word, Excel, Outlook and agency management system.
Unique Job Requirements And Characteristics
- Valid Driver's License is required.
- Commitment to continuing education
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
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.
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.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
Skills Required
- Excellent communication skills
- Business acumen and judgment
- Analytic skills
- Proficiency in Microsoft Office
- Working knowledge of insurance solutions
- Valid Driver's License
- Commitment to continuing education
What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
