Licensed Insurance Operations Analyst

Job Description

JOB INFORMATION

Title:

Licensed Insurance Operations Analyst

Officer Title:

Grade:

27

FLSA Classification:

Exempt

Date Last Edited:

10/6/2025

Reports To:

Manager Insurance Relationship

Department:

HVCU Insurance Services

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1171

PRIMARY FUNCTION

Manage referral workflows, analyze operational data, and support strategic initiatives that drive growth and performance across the department. Provide high-level administrative support for senior leaders within the department.

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Manage insurance referral workflows, ensuring accuracy, adherence to defined service level agreements and applicable regulatory compliance.

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Collaborate with management, sales, and operations teams to streamline workflows and improve turnaround times

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Responsible for analyses and reporting including but not limited to sales, revenue, referral volume and metrics, referral partner performance

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Identify opportunities for cross-functional collaboration relating to staff training and process improvement to drive operational efficiency

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Assist in the implementation of process improvement initiatives for the Experience Administration team by working with key stakeholders in applicable departments.

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Review and validate third-party data reports and internal reports while integrating insights into department strategy

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Provide high-level administrative support to SVP of Experience Administration including calendar management, expense tracking and reconciliation, meeting coordination and support as well as travel arrangements.

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Support leadership in the management of cross-functional projects

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Prepare executive-level presentations and policyholder reports

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree

In Finance or related field

X

New York State Insurance Broker or Property & Casualty license is required to be obtained within 6 months of starting the position. 

X

Minimum 5 Years

Experience in insurance operations

X

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Strong analytical, organizational, and multitasking skills.

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Advanced proficiency in Microsoft Office Suite and insurance management skills

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Excellent communication and interpersonal skills.

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Ability to work independently, maintain confidentiality, and manage multiple priorities.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.  2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.  3. Integrates core values into the way work is done and how relationships are conducted.  4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.  5. Tailors communications based on others’ needs, motivations and agendas.

Accuracy and Attention to Detail

Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Level 3

1. Processes large quantities of detailed information with high levels of accuracy.

2. Productively balances speed and accuracy.

3. Implements a variety of cross-checking approaches and mechanisms.

4. Evaluates and makes contributions to best practices.

5. Demonstrates expertise in quality assurance tools, techniques, and standards.

6. Employs techniques for motivating personnel to meet or exceed accuracy goals.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.  2. Helps others drive tasks to completion as appropriate.  3. Holds self and others accountable for delivering on all commitments.  4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.   5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.  6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.  2. Adjusts to new or changing assignments, processes, and people.  3. Demonstrates ability to successfully manage multiple tasks and priorities.  4. Demonstrates willingness to listen to other opinions.  5. Identifies and considers alternative approaches to situations or problems.

Communicating for Impact

Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Level 3

1. Develops listening and communication skills manual for the organization.

2. Advises others on tailoring the message to adapt to others' cultures and perspective, especially when communicating with globally diverse audiences.

3. Clarifies technical terminology to audiences; translates it in an easy to understand manner.

4. Reconciles disparate information across the organization to create a holistic message.

5. Interprets business plans or solutions to top management to gain both collective intelligence and support.

6. Coaches others on improving their own communication methods and techniques.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.