Insurance Technician

POSITION SUMMARY:

Shared Services is a program that focuses on preparing associates for a servicing career in the insurance industry. The associate is hired for the role that they will eventually assume upon graduation after completing the following:

• Obtaining the appropriate insurance license within 60 days of hire
• Training within Shared Services and the designated department
• Demonstrating mastery of task and industry knowledge throughout the program
• A capstone project that showcases their knowledge gained throughout their time in the department and the program itself

The end goal of SST is to promote associates into a servicing position where they will be prepared and successful – and already have a head start on their continued growth within the industry. The successful graduates will be responsible for supporting their advisors/producers in a client service role by managing a book of business as assigned, consistently providing excellent customer service techniques, and demonstrating soft skills taught during the duration of the program.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations;
• Become familiar with Agency guidelines, policies and procedures;
• Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures;
• Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);
• Implement policy change requests and endorsements;
• Order Loss Runs;
• Assist with creating and preparing insurance proposals;
• Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs;
• Import client employee information (Employee Benefits);
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Assist with Business Development and Marketing Research;
• Assist with quoting and account rounding projects;
• Maintenance and client setup on risk management and benefits software;
• Participate as a member of CAT (Catastrophic) Team;
• Perform other client service administrative tasks with increasing complexity;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;
• Work with our various value-added software we provide to our clients;
• Answer phone calls from clients and companies, and route them to the appropriate contact;
• Participate in various auditing projects for quality assurance purposes;
• Printing various proposals, open enrollment booklets, and other items for clients;
• Data entry projects within our client management system, EPIC;

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

REQUIRED QUALIFICATIONS:

• Florida 4-40, 2-15, or 2-20 License within 60 days of hire.
• High School degree; bachelor's degree preferred, but not required.
• Strong desire to learn and grow as an insurance professional.
• Minimum of 6 months of prior employment.
• Ability to maintain strict confidentiality.
• Proficient with Microsoft Word, and Outlook.
• Intermediate knowledge of Excel required.

COMPETENCIES:

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Respond to requests for service and assistance; Meets commitments.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

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