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 for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
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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What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
