Description
Insurance Agent
Kissimmee, FL
GTE Financial is a not-for-profit credit union headquartered in Tampa, Florida with $2.9 billion in assets and 25 Community Financial Centers. Chartered in 1935, GTE Financial is the official credit union of the Tampa Bay Lightning and is locally owned and operated in the Tampa Bay area, serving more than 230,000 individuals and businesses. GTE Financial one of the largest credit unions in Florida and we are excited to be expanding to new markets!
Come join our GTE Financial team!
We are looking for an Insurance Agent to ensure an exceptional member experience. As an Insurance Agent, you will develop relationships and educate customers on the product services that best suit them.
GTE Financial is looking for an organized, professional, dedicated individual to join as an Insurance Agent - General Sales. The Insurance Agent - General Sales primarily works in a sales role for the insurance agency. The position meets the insurance needs of our clients by educating, quoting, selling, and servicing policies within insurance state law guidelines.
What does GTE look for in an Insurance Agent?
Insurance:
- Gathers information by phone or in person to determine needs and to match those needs with available products.
- Communicates with customers, insurance companies, and other financial institutions by phone, mail, e-mail, fax, or in person.
- Writes new policies and downloads documents into agency management system via computer/scanning.
- Processes change request endorsements, processing of claims, confirmation of coverages to loss payees.
- Handles member’s inquiries, cancellations, reinstatements, and member billing questions.
- Sets up and reviews policies as necessary for checking renewals and endorsements.
- Maintains policies including collections, automobile inspections, and home-owners' pictures.
Member Experience:
- Displays keen ability for both mass communications and interpersonal discussions.
- Great verbal and written communication skills and interpersonal skills to interact professionally and effectively with co-workers, clients, managers and members, and vendors.
- Participates and contributes to a positive teamwork environment which encourages team commitment to corporate, division, and departmental goals.
Operational:
- Prepares responses to be mailed out.
- Maintains company manuals with insertion of revisions received.
- Updates company underwriting manuals and computer revisions as received by the administrator.
- Collects money and checks for new policies.
- Expected to travel regularly for meetings, networking events, conferences, etc. to build the relationships required in the commercial insurance industry.
- 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, and Right to Financial Privacy Act, and the Bank Bribery Act.
- Bilingual preferred (English/Spanish).
Required Qualifications:
- High school diploma or equivalent. Some colleges preferred.
- Property and Casualty 2-20 and continuing education requirements.
- Min 3 years' experience or combination of education and experience.
Position Details:
Location: (Kissimmee, FL)
Department Hours: Monday Friday (9:00 am to 6:00 pm) // Saturday (9:00 am to 1:00 pm)
Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
The position is in-office.
Come and join our award-winning team!
Send Job Seekers to: https://gtefinancial.wd1.myworkdayjobs.com/en-US/GTE_Financial_Career/details/Insurance-Agent---Kissimmee-1_R1751?q=insurance+agent
GTE Financial is an Equal Opportunity Employer.
