Operations Analyst - NBTI

NBT Bank•Vestal, NY

7d•$19 - $25•Hybrid

About The Position

Under moderate supervision, performs agency support services by maintaining client files; enters, reviews and validates agency management system data; provides basic to moderately complex internal helpdesk support to agency personnel. Conducts research using the agency management system and carrier websites. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.

Requirements

Associates degree and 3-years relevant work experience or equivalent combination of education and experience required
Demonstrated knowledge of the agency management system
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources
Ability to work independently and in groups
Effective verbal and business writing skills
Proficient with Microsoft Office
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Nice To Haves

Bachelor's degree preferred
2 years of technical support experience and/or insurance agency management system experience preferred
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 12 months of hire

Responsibilities

Document management; Process daily incoming and outgoing documents for all departments and branches within the agency. Retrieve, scan and attach documents to customers' files; launch workflows for agency personnel in agency management system
Maintain agency files accurately and consistently by researching, validating and entering data following agency workflows and guidelines
Process daily interface items/download data, including commissions management, according to agency procedures and guidelines
Process billing items received from carriers or internal staff according to agency procedures and guidelines
Provide support to colleagues by responding to basic to moderately complex inquiries and technical troubleshooting requests regarding agency management and other software systems deemed the responsibility of the department
Perform other duties as assigned

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.
Paid Sick and Safe Leave: For your health and safety.