GTE Financial · 2 weeks ago
Insurance Specialist I - Town and Country - Spanish Req.
Town N Country, FL
Full-time
Hybrid
Entry, Mid Level
2+ years expGTE Financial is seeking an Insurance Specialist to join their team in a customer service and support role within a call center environment. The Insurance Specialist will be responsible for educating, quoting, selling, and servicing insurance policies while maintaining compliance with state laws.
Financial Services
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 clients, insurance companies, and other financial institutions
Handles member inquiries, cancellations, reinstatements, and member billing questions
Maintain individual client files and process routine correspondence between our agency and the member or company, including preparing policy documents
Building relationships with existing clients, servicing their accounts, asking for referrals, and cross-selling to fulfill all their insurance needs
Comfortable with working with over 50 different insurance companies, their guidelines, websites, procedures, and processes
Participates and contributes to a positive teamwork environment which encourages team commitment to corporate, division, and departmental goals
Provides training to Credit Union staff as needed regarding products and referrals
Ensures the confidentiality of all information and transactions regarding GTE Financial Insurance, the Credit Union, its members, and its employees are held to the highest level of business ethics
Must be knowledgeable and confident to answer questions relating to rating, billing, policy, and coverage
Maintain and update our CRM, AMS, and other management software
Support sales agents with renewal reviews, underwriting requests, and anything else needed to solidify the sale
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
Perform additional functions at the direction of Agency Management
Qualification
Required
High school graduate or equivalent
Two years' P&C experience
FL 20-44, 2-20 or 440 license
Banking Experience a plus
Preferred
Bilingual preferred (English/Spanish)
Company
GTE Financial
GTE Financial is locally owned and operated financial institutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Baker
EVP/CFO
Dona Svehla
Sr. Vice President, Chief Lending Officer
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