Assistant Manager Insurance Agency

GTE Financial•Tampa, FL

15h•Hybrid

About The Position

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. 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. 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. 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.

Requirements

High school diploma or equivalent.
Property and Casualty 2-20 and continuing education requirements.
Min 3 years' experience or combination of education and experience.
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.
A quiet workplace so you can focus on delivering excellent service to our members.
Power and high-speed internet over 100MB (minimum).
Video capability (connection of 1.5 Mbps up and down recommended).
Candidates must provide and meet all technical requirements prior to the first day of training.
Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Nice To Haves

Some colleges preferred.
Bilingual preferred (English/Spanish).

Responsibilities

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.
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.
Travels regularly for meetings, networking events, conferences, etc. to build relationships.