Financial Specialist jobs in Tampa, FL

Looking for an opportunity to join GTE Financial in an Insurance Specialist role?

The Insurance Specialist operates in a customer service & support role for GTE Financial working in a call center environment. The Insurance Specialist (IS) position is an integral link in the business relationship that is created by our insurance department between our clients and the insurance companies and/or vendors we represent. This position meets the insurance needs of our clients by educating, quoting, selling, and servicing policies within insurance state law guidelines.

What does GTE Financial look for in an Insurance Specialist?

• 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.

Successful candidates should possess:

• Strong negotiation skills.
• World-class people skills.
• Ability to work independently, as well as with a team.

Operations:

• 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.
• Bilingual preferred (English/Spanish).

Required Qualifications:

• High school graduate or equivalent.
• Two years' P&C experience.
• FL 20-44 or 2-20 license.
• Banking Experience a plus.

Position Details:

• Location: Downtown Tampa - GTE Financial Headquarters
• Department Hours:Monday- Friday (8:00 am to 5:00 pm)
• Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice, if possible.

Required for Remote Work:

• A quiet workplace so you can focus on delivering excellent service to our members.
• Must live in a location that can leverage an existing high-speed internet service.
• Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
• Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
• Candidates must provide and meet all technical requirements before the first day of training.
• Hybrids - Candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Come and join our award-winning team.

GTE Financial is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.