NBT Bank je finančna institucija, ki ponuja storitve posameznikom, podjetjem, strankam na področju upravljanja premoženja, pokojninskim načrtom in vladnim organizacijam. Njena ponudba vključuje transakcijske in varčevalne račune, stanovanjska in osebna posojila, kreditne kartice, orodja za digitalno bančništvo, vire za preprečevanje goljufij, naložbene in zavarovalniške storitve ter posebne programe, kot sta NBT Wealth Connection in NBT Retirement Plan Services. NBT Bank z dolgoletno prisotnostjo in številnimi poslovalnicami sodeluje tudi pri pobudah v skupnosti ter podpira širok spekter vsakodnevnih in institucionalnih bančnih potreb.
Operations Analyst, Insurance Agency Systems
Support NBT Bank’s insurance agency operations by maintaining files and system data, processing documents and billing, and helping colleagues with software issues. The role serves agency staff across New York locations and includes occasional travel.
Opis
- Maintain accurate client and agency records.
- Enter, review, validate, and research data in the agency management system.
- Provide internal helpdesk support and troubleshoot technical issues of varying complexity.
- Research information in the agency management system and on carrier websites.
- Meet departmental performance, service-time, and quality targets.
- Process daily incoming and outgoing documents for departments and branches.
- Retrieve, scan, and attach documents to customer records.
- Initiate agency staff workflows in the agency management system.
- Process daily interface items and data downloads, including commissions management.
- Process billing items from carriers and internal staff.
- Answer colleagues’ questions about the agency management system and other software.
- Collaborate with colleagues in a team environment.
- Complete other duties as assigned.
- Travel as needed.
Zahteve
- Associate degree and three years of relevant experience, or an equivalent combination of education and experience.
- Bachelor’s degree preferred.
- Two years of technical support experience and/or insurance agency management system experience preferred.
- Property and Casualty Broker’s license and/or Life, Accident, and Health license, or ability to obtain one within 12 months of hire.
- Demonstrated knowledge of the agency management system.
- Ability to organize and prioritize multiple assignments, attend to detail, and maintain a focus on quality.
- Ability to analyze data, investigate problems, and make sound decisions using judgment, manuals, and available resources.
- Ability to work independently and collaboratively in groups.
- Effective verbal communication and business writing skills.
- Proficiency in Microsoft Office.
- Must be authorized to work for any U.S. employer; employment visa sponsorship is unavailable.
Ugodnosti
- At least 22 days of paid time off each year, prorated during the year of hire.
- Six weeks of paid parental leave at full salary.
- Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants.
- Dental and vision coverage.
- Flexible spending accounts for healthcare and dependent care.
- Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage.
- Employer-paid basic life insurance, with optional supplemental coverage.
- Voluntary hospital, accident, and critical illness coverage.
- 401(k) plan with employer matching.
- Optional Roth 401(k).
- Pension plan.
- Adoption assistance.
- Tuition reimbursement.
- Employee Assistance Program.
- Pet insurance.
- Financial and banking services benefits, plus financial planning assistance.
- Wellness initiatives.
- Flexible work arrangements.
- Career development programs and tools.
- Community volunteer service and charitable partnerships.
- Performance-based incentives.