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NBT Insurance Agency, LLC
NBT Insurance Agency, LLC
51 – 200 Zaposleni
B2BFinanceZavarovanje
NBT Insurance Agency, LLC provides business-focused insurance solutions, matching coverage to the needs of companies and organizations across a range of sectors. Its offerings include business, agribusiness, car wash, and public entity insurance, alongside life, flood, property and casualty, group benefits, and auto coverage. The agency works with more than 100 carriers to help clients manage risk and find coverage suited to their budgets. The supplied profile does not specify team details or current hiring context.
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Delovna mesta v podjetju

Operations Analyst – Norwich, NY (Onsite)

Maintain insurance agency records and data for NBT Insurance, while supporting colleagues with helpdesk requests, document processing, billing, and workflows.

USZdružene države AmerikeNYNew York
18 $ – 24 $ / ura
Na lokacijiPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaOperacije

Opis

  • Maintain client and agency records.
  • Enter, review, validate, and update data in the agency management system.
  • Support agency personnel with internal helpdesk issues ranging from basic to moderately complex.
  • Research information in the agency management system and on carrier websites.
  • Meet departmental performance, service time, and quality standards.
  • Collaborate with colleagues in a team-oriented setting.
  • Process daily incoming and outgoing documents for all departments and branches.
  • Retrieve, scan, and attach documents to customer records.
  • Start workflows for agency personnel in the agency management system.
  • Research, verify, and enter agency file data according to established workflows and guidelines.
  • Process daily interface items and downloaded data, including commission management.
  • Handle billing items received from carriers and internal staff.
  • Answer inquiries and troubleshoot agency management and other software systems, addressing basic to moderately complex issues.
  • Carry out other assigned duties.
  • Travel may be required.

Zahteve

  • Associate degree plus three years of relevant experience, or an equivalent combination of education and experience, is required.
  • A bachelor's degree is preferred.
  • Two years of technical support experience and/or experience with an insurance agency management system is preferred.
  • A Property & Casualty Broker's license and/or Life, Accident, and Health license is required, or candidates must be able to obtain one within 12 months of hire.
  • Knowledge of the agency management system.
  • Ability to organize and prioritize multiple assignments, attend to detail, and maintain quality.
  • Ability to analyze data, research issues, and make sound decisions using judgment, manuals, and available resources.
  • Ability to work independently and collaboratively in a group.
  • Strong verbal communication and business writing skills.
  • Proficiency with Microsoft Office.
  • Ability to communicate effectively with internal and/or external customers.
  • Must be authorized to work for any U.S. employer; employment visa sponsorship is not available.

Ugodnosti

  • Flexible work arrangements.
  • At least 22 days of paid time off per year, prorated during the year of hire.
  • Six weeks of paid parental leave at full salary.
  • Comprehensive medical coverage, including employer HSA contributions for participants in the High Deductible Health Plan.
  • Dental and vision coverage.
  • Flexible spending accounts for healthcare and dependent care costs.
  • Employer-paid short- and long-term disability coverage, with the option to purchase additional long-term coverage.
  • Employer-paid basic life insurance, with the option to purchase supplemental coverage.
  • Optional hospital, accident, and critical illness coverage.
  • 401(k) plan with employer matching contributions.
  • Optional Roth 401(k).
  • Pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program (EAP).
  • Pet insurance.
  • Financial and banking services benefits, plus financial planning assistance.
  • Wellness programs.
  • Volunteer service opportunities and charitable partnerships.
  • Career development programs and resources.
  • Performance-based incentives.
  • Eligible part-time employees can access medical, dental, vision, voluntary, parental leave, retirement, paid sick and safe leave, EAP, and financial and banking services benefits, subject to eligibility requirements.

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