Insurance Specialist - Town and - Spanish Req

Insurance Specialist I – Town and Country – Spanish Requisition

Busca una oportunidad para unirse a GTE Financial como Especialista en Seguros?

El Especialista en Seguros desempeña un rol de atención al cliente y soporte para GTE Financial en un centro de llamadas. El puesto de Especialista en Seguros (IS) es un eslabón fundamental en la relación comercial que nuestro departamento de seguros establece entre nuestros clientes y las aseguradoras y/o proveedores que representamos. Este puesto satisface las necesidades de seguros de nuestros clientes mediante la capacitación, cotización, venta y mantenimiento de pólizas, de acuerdo con las leyes estatales de seguros.

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

The Insurance Specialist operates in a customer service and support role for GTE Financial in a call center environment. The Insurance Specialist (IS) position is an integral link in the business relationship 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.

• 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.
• Communicate with clients, insurance companies, and other financial institutions.
• Handle 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.
• Build relationships with existing clients, service their accounts, ask for referrals, and cross‑sell to fulfill all their insurance needs.
• Comfortable with working with over 50 different insurance companies, their guidelines, websites, procedures, and processes.
• Participate and contribute to a positive teamwork environment which encourages team commitment to corporate, division, and departmental goals.
• Provide training to Credit Union staff as needed regarding products and referrals.
• Ensure 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.

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

• 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).

• High school graduate or equivalent.
• Two years’ P&C experience.
• FL 20‑44, 2‑20 or 440 license.
• Banking experience a plus.

• Location:
  
  Town and Country – GTE Headquarters
• 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 defined as hybrid in nature (in‑office or remote) and may be changed at any time by management with appropriate notice, if possible.

• A quiet workplace so you can focus on delivering excellent service to our members.
• Some positions will require performance standards to be met to qualify for alternative work arrangements.
• Required to have power and high‑speed internet over 100 MB (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.

Come and join our award‑winning team!

GTE Financial is an Equal Opportunity Employer.