Account Executive

Account Executive

This job includes a base rate plus commissions. Total Potential Annual Earnings: $55,500 - $260,000

Account Executives 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 Executives 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 Executives 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 possess 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.

Financial and Banking Services: Various 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.

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 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.

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.

NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.