Insurance Operations & Data Specialist

NBT Bancorp Inc.; City of Norwich (NY); On-site; USD 53,010,000 - 70,460,000; Full time

Benefits offered by this job

Medical Coverage

401(k) with employer match

Pension plan

Paid Time Off

Job summary

NBT Bank is seeking a detail-oriented agency support specialist to maintain client files, validate data in the agency management system, and provide first-level internal helpdesk support to agency personnel. You will conduct research, process documents, and ensure data accuracy while meeting performance metrics.

Travel may be required. Associates degree with relevant experience is required; a Bachelor's is preferred, along with licenses or ability to obtain within 12 months.

Qualifications

• Associates degree and 3-years relevant work experience or equivalent combination of education and experience required.
• Bachelor's degree preferred.
• 2 years of technical support experience and/or insurance agency management system experience preferred.

Responsibilities

• Document management; process daily incoming and outgoing documents for all departments and branches within the agency.
• 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.
• Perform other duties as assigned.

Skills

Agency management system

Organization & prioritization

Data analysis

Independent work

Verbal & written communication

Microsoft Office

Education

Associate degree

Bachelor's degree preferred

3+ years relevant experience

Insurance agency management system experience

Broker's license preferred

Tools

Agency management system

Microsoft Office

Job description

NBT Bank is seeking a detail-oriented agency support specialist to maintain client files, validate data in the agency management system, and provide first-level internal helpdesk support to agency personnel. You will conduct research, process documents, and ensure data accuracy while meeting performance metrics.

Travel may be required. Associates degree with relevant experience is required; a Bachelor's is preferred, along with licenses or ability to obtain within 12 months.