Operations Associate - NBT Insurance

NBT Bancorp•Oneonta, NY

1d•$19 - $22

About The Position

Under direct supervision, gains an understanding of the agency management system, insurance terms and coverages to effectively support and interact with agency personnel. Assists the department with the processing and coordination of incoming and outgoing mail; retrieves, scans and attaches documents to client files; reviews, maintains and validates agency management system data. 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. Education and Experience: Associate degree and 1-year relevant work experience or equivalent combination of education and experience required Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 12 months of hire Skills and Abilities: Demonstrated ability to effectively become proficient with the agency management system Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality Effective reading comprehension skills 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 Tasks Performed: 40% Maintain agency files accurately and consistently by researching using agency management system and carrier websites; validating and entering data following agency workflows and guidelines; process basic policy transactions 25% Document management; Process basic 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 20% Process daily interface items/download data according to agency procedures and guidelines 10% Provide support to colleagues by responding to basic level inquiries and basic technical troubleshooting requests 5% Perform other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs 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 or assume sponsorship of an employment Visa at this time.

Requirements

Associate degree and 1-year relevant work experience or equivalent combination of education and experience required
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 12 months of hire
Demonstrated ability to effectively become proficient with the agency management system
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
Effective reading comprehension skills
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
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
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.

Responsibilities

Maintain agency files accurately and consistently by researching using agency management system and carrier websites; validating and entering data following agency workflows and guidelines; process basic policy transactions
Document management; Process basic 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
Process daily interface items/download data according to agency procedures and guidelines
Provide support to colleagues by responding to basic level inquiries and basic technical troubleshooting requests
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