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GTE Financial · 1 day ago

Insurance Specialist I

Town N Country, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

GTE Financial is seeking an Insurance Specialist to provide customer service and support in a call center environment. The role involves educating clients, quoting, selling, and servicing insurance policies while maintaining compliance with state laws and building relationships with clients.

Financial Services

Growth Opportunities

Responsibilities

Ability to 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 any other tasks necessary to finalize the sale

Strong negotiation skills

World-class people skills

Ability to work independently, as well as with a team

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