Operations Associate - NBT Insurance

NBT Bank•Oneonta, NY

2d•$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

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

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.