Operations Associate - NBT Insurance
NBT Bank, New York, NY, United States
Overview
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.
Pay Range: $18.50 - $22.34
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
Skills and Abilities
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
Tasks Performed
40% 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
25% 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
20% Process daily interface items/download data according to agency procedures and guidelines
10% Provide support to colleagues by responding to basic level inquiries and basic technical troubleshooting requests
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
Benefits and Employment Details
Benefits for Full-Time Employees: Includes generous paid time off, parental leave, comprehensive medical coverage, dental and vision coverage, flexible spending accounts, disability coverage, life insurance, voluntary benefits, retirement plans, adoption assistance, tuition reimbursement, Employee Assistance Program (EAP), pet insurance, and financial and banking services.
Benefits for Part-Time Employees Working 20+ Hours/Week: Medical coverage, dental and vision coverage, voluntary benefits, and generous parental leave.
Benefits for All Part-Time Employees: Retirement plans, paid sick and safe leave, Employee Assistance Program (EAP), and financial and banking services.
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.
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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.
Pay Range: $18.50 - $22.34
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
Skills and Abilities
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
Tasks Performed
40% 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
25% 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
20% Process daily interface items/download data according to agency procedures and guidelines
10% Provide support to colleagues by responding to basic level inquiries and basic technical troubleshooting requests
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
Benefits and Employment Details
Benefits for Full-Time Employees: Includes generous paid time off, parental leave, comprehensive medical coverage, dental and vision coverage, flexible spending accounts, disability coverage, life insurance, voluntary benefits, retirement plans, adoption assistance, tuition reimbursement, Employee Assistance Program (EAP), pet insurance, and financial and banking services.
Benefits for Part-Time Employees Working 20+ Hours/Week: Medical coverage, dental and vision coverage, voluntary benefits, and generous parental leave.
Benefits for All Part-Time Employees: Retirement plans, paid sick and safe leave, Employee Assistance Program (EAP), and financial and banking services.
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.
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