Operations Analyst

NBT Insurance Agency, LLC

. Maintain client and agency files .

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 validation, organization, and quality standards. Capable of effective communication and collaboration in a team-based environment while meeting performance metrics.

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 EntryData ValidationDocument ManagementWorkflow LaunchingCommissions ManagementBilling ProcessingTechnical TroubleshootingResearch SkillsQuality AssurancePerformance Metrics

Soft Skills

Attention to DetailOrganizational SkillsEffective CommunicationTeam CollaborationProblem-Solving

Certifications & Qualifications

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

Industry Keywords

Insurance AgencyClient ManagementHelpdesk SupportService StandardsInternal Customer Support

About the role

Key responsibilities & impact

Maintain client and agency files
Enter, review, validate, and maintain agency management system data
Provide basic to moderately complex internal helpdesk support to agency personnel
Conduct research using the agency management system and carrier websites
Meet department key performance metrics, service time, and quality standards
Work with colleagues in a team-based environment
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
Research, validate, and enter agency file data according to workflows and guidelines
Process daily interface items and downloaded data, including commissions management
Process billing items received from carriers or internal staff
Respond to basic to moderately complex inquiries and technical troubleshooting requests regarding agency management and other software systems
Perform other duties as assigned
Some degree of travel may be necessary

Requirements

What you’ll need

Associate 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
Proficient with Microsoft Office
Ability to communicate effectively with internal and/or external customers
Must be authorized to work for any employer in the U.S.; employer is unable to sponsor or assume sponsorship of an employment visa

Benefits

Comp & perks

Flexible work arrangements
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 an option to purchase additional long-term coverage
Employer-paid basic life insurance, with an option to purchase 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
Volunteer service and charitable partnerships
Career development programs and tools
Performance-based incentives
Part-time employee benefits including medical, dental, vision, voluntary, parental leave, retirement, paid sick and safe leave, EAP, and financial and banking services benefits, subject to stated eligibility requirements