Operations Analyst

NBT Bank

. Maintain client and agency files accurately and consistently .

Posted 10/9/2026full-timeNorwich • New York • United StatesMid-LevelSenior💰 $19 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in agency management systems and technical support, with a strong focus on data accuracy, quality standards, and effective communication. Capable of organizing and prioritizing tasks while working independently and collaboratively in a team environment.

Highest-signal resume keywords

Agency Management System ExperienceTechnical Support ExperienceProperty & Casualty Broker's LicenseMicrosoft Office ProficiencyData Analysis and Research Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryTechnical TroubleshootingDocument ManagementWorkflow ManagementBilling ProcessingData ValidationResearch SkillsPerformance Metrics ManagementQuality Standards AdherenceCommissions Management

Soft Skills

Attention to DetailOrganizational SkillsEffective CommunicationTeam CollaborationProblem-Solving

Certifications & Qualifications

Associate's DegreeBachelor's Degree (Preferred)Life, Accident, and Health License (Ability to Obtain)

Industry Keywords

Insurance AgencyClient ManagementHelpdesk SupportService Time StandardsQuality Assurance

About the role

Key responsibilities & impact

Maintain client and agency files accurately and consistently
Enter, review, validate, and research agency management system data
Provide basic to moderately complex internal helpdesk support and technical troubleshooting
Conduct research using the agency management system and carrier websites
Meet department key performance metrics, service time, and quality standards
Process daily incoming and outgoing documents for all departments and branches
Retrieve, scan, and attach documents to customer files
Launch workflows for agency personnel in the agency management system
Process daily interface items and download data, including commissions management
Process billing items received from carriers or internal staff
Respond to colleagues' inquiries regarding agency management and other software systems
Work with colleagues in a team-based environment
Perform other duties as assigned
Some travel may be necessary

Requirements

What you’ll need

Associate's degree and 3 years of 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
Demonstrated knowledge of the agency management system
Ability to 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
Proficiency with Microsoft Office
Authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Generous paid time off: at least 22 days annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of 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 expenses
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 (EAP)
Pet insurance
Financial and banking services benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Career development programs and tools
Community volunteer service and charitable partnerships
Performance-based incentives