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About the Role
Manage and direct sales and service support activities for all distribution channels within an assigned sales territory or channel. Establish annual marketing strategies to increase insurance revenue through organic growth, customer acquisition, and cross-selling. Build and maintain relationships with banking and insurance partners, and Premier Client Group customers. Collaborate with management to ensure departmental cohesiveness.
Responsibilities
- Conduct sales activities aligned with Personal Lines and Small Commercial marketing strategies to meet or exceed agency revenue targets.
- Collaborate with support staff to ensure complete documentation for efficient quoting and coverage placement.
- Meet regularly with banking partners to foster relationships and identify insurance and banking opportunities.
- Facilitate improvements to enhance the banking partner experience.
- Collaborate with NBTI Sales and Account Executives to identify cross-sell opportunities.
- Support Premier Client Group customers by identifying coverage risks and solutions and acting as their advocate.
- Collaborate with personnel providing general servicing to ensure customer expectations are met or exceeded.
- Participate in meetings with insurance carrier representatives to foster relationships, review performance, and learn about new initiatives and products.
- Perform other duties as assigned.
Requirements
- Property & Casualty and/or Life, Accident and Health NYS Agent's license required.
- Bachelor degree and 7 years relevant work experience or equivalent combination of education and experience required.
- 5 years of insurance sales experience or education required; 7 years preferred.
- Valid Driver's License.
- Applicants must be authorized to work for any employer in the U.S.
- Unable to sponsor or assume sponsorship of an employment Visa at this time.
Skills
- In-depth understanding/knowledge of business development in a retail environment.
- Ability to develop, communicate, and implement marketing strategies that identify new leads and distribution methods.
- Ability to perform effectively in a sales environment and understand sales demands and responsibilities.
- Exemplary verbal and listening skills.
- High level of professionalism.
- Ability to effectively interact with diverse individuals.
- Ability to meet or exceed sales goals.
- Sharp sales skills, follow-through, and ability to close sales.
- Effective collaboration abilities to build and foster positive relationships at all levels within the agency, with banking partners, carrier representatives, and customers.
- Proficient in Microsoft Office technology knowledge and skills.
- Strong knowledge of core carriers’ products and services.
- Ability to perform needs assessment to identify customers’ risks and exposures.
Location
- assigned sales territory or channel
Work Type
- Full-Time
Experience Level
- 7 years relevant work experience
- 5 years of insurance sales experience or education
- 7 years preferred
Education Level
- Bachelor degree
- Professional insurance designation preferred
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.
- 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.
- Adoption Assistance.
- Tuition Reimbursement.
- Employee Assistance Program (EAP).
- Pet Insurance.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
- Paid Sick and Safe Leave.
About the Company
- 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.
- NBT believes community involvement fosters our success and the success of those around us.
- NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute.
- NBT provides a wide variety of development programs and tools for you to reach your full potential.
- NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk.
- NBT has weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.