GTE Financial · 6 hours ago
Insurance Agent - Remote
United States
Full-time
Remote
Mid Level
3+ years expGTE Financial is seeking an Insurance Agent to join their team and ensure an exceptional member experience. The role involves developing relationships with customers, educating them on product services, and meeting their insurance needs through quoting, selling, and servicing policies.
Financial Services
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
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
Qualification
Required
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
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 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
Preferred
Bilingual preferred (English/Spanish)
Company
GTE Financial
GTE Financial is locally owned and operated financial institutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Baker
EVP/CFO
Dona Svehla
Sr. Vice President, Chief Lending Officer
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