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GTE Financial · 3 hours ago

Insurance Specialist Ancillary

Tampa, FL (HQ)

Full-time

Hybrid

Entry Level

2+ years exp

GTE Financial is seeking an Insurance Specialist Ancillary to meet the insurance needs of their members by educating, quoting, and servicing policies. This role involves operating in a customer service capacity within a call center environment, acting as a primary contact between members and insurance companies.

Financial Services

Growth Opportunities

Responsibilities

Provide superior service to our members and internal customers by promptly responding to their inquiries and recommending the appropriate insurance products and services to address their individual needs

Communicates with members,, insurance companies, and other financial institutions

Responsible for extensive and complex communication with dealers, and financial institutions, and problem resolution

Maintain individual member files and process routine correspondence between the member, or the company, including preparing policy documents

Handles members inquiries regarding education, cancellations, reinstatements, and billing of third-party vendor insurance products

Process and review claims on Credit Life/Disability, Extended Warranty, CPI, and GAP

Recalculates and corrects loan information when research requires problem resolution or insurance refunds to the member's accounts

Recalculates and corrects loan information when research requires default pricing

Understands and helps to maintain vendor and company manuals and revisions

Understands and helps to maintain the Procedure Manual, Workflow Manual, and Disaster Recovery Manual

Participates and contributes to a positive teamwork environment that encourages team commitment to corporate, division, and departmental goals

Provides training to Credit Union staff as needed regarding products and referrals

Perform additional functions at the direction of department management

Ensures the confidentiality of all information and transactions regarding GTE Insurance, the Credit Union, its members, and its employees are held to the highest level of business ethics

Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act

Bilingual is preferred (English/Spanish)

Qualification

Customer service experienceInsurance knowledgeBanking experienceBilingual (English/Spanish)Problem resolutionCommunication skillsTeamworkConfidentiality