Operations Analyst - NBTI

NBT Bancorp•Vestal, NY

6d•Onsite

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

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.