Operations Analyst - NBTI

NBT; Town of Oneonta (NY); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

401(k) Plan

Job summary

NBT is seeking a support specialist to maintain client files and manage data in the agency management system. You will perform document processing, data entry, and internal helpdesk tasks to assist agency personnel, with some travel possible.

The role emphasizes accuracy, KPI adherence, and teamwork in a dynamic environment. A2+ years of related experience is expected, with licenses or the ability to obtain within 12 months.

Qualifications

• Associates degree plus 3 years relevant work experience or equivalent required.
• Bachelor's degree preferred.
• 2 years of technical support or agency management system experience preferred.
• License: Property & Casualty and/or Life, Accident, and Health or ability to obtain within 12 months.

Responsibilities

• Document management and processing of daily documents across departments and branches.
• Enter, validate, and retrieve data in the agency management system.
• Provide basic to moderately complex internal helpdesk support to agency personnel.
• Research using agency management system and carrier websites.
• Meet department KPIs, service time, and quality standards.
• Travel may be required.

Skills

Agency management system

Organize and prioritize

Data analysis

Independent work

Verbal & written communication

Microsoft Office

Education

Associates degree

3+ years related experience

Bachelor's degree preferred

Insurance licenses within 12 months

Tools

Agency management system

Microsoft Office

Job description

Pay Range: $18.50 - $24.59

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.

Education and Experience

• 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
• 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 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

Tasks Performed

• 25% - 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
• 25% - Maintain agency files accurately and consistently by researching, validating and entering data following agency workflows and guidelines
• 20% - Process daily interface items/download data, including commissions management, according to agency procedures and guidelines
• 15% - Process billing items received from carriers or internal staff according to agency procedures and guidelines
• 10% - 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
• 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.