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Manager Insurance Agency Bookkeeper Jobs in Florida

Sherrill Insurance Agency

Life Insurance Agent

Orlando, FL · On-site

$123K/yr

Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our ... and bookkeeping * Address existing and prospective customer requests in a prompt and friendly ...

Posted today

ALPINE BROKERAGE GROUP

Be Seen First

Accounting Bookkeeper

Jupiter, FL · On-site

Strong organizational and time management skills. * Excellent communication and interpersonal ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

ALPINE BROKERAGE GROUP

Be Seen First

Accounting Bookkeeper

Jupiter, FL · On-site

Strong organizational and time management skills. * Excellent communication and interpersonal ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

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Assistant Manager Insurance Agency

GTE Financial

Tampa, FL • On-site

Full-time

Posted 5 days ago

Job description

Come join our GTE Financial team!
We are looking for an Insurance Agent to ensure an exceptional member experience. As an Insurance Agent, you will develop relationships and educate customers on the product services that best suit them.
GTE Financial is looking for an organized, professional, dedicated individual to join as an Insurance Agent - General Sales. 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.
What does GTE look for in an Insurance Agent?
Insurance:
  • 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.

Member Experience:
  • 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.

Operational:
  • 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.
  • Bilingual preferred (English/Spanish).

Required Qualifications:
  • 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.

Position Details:
  • Location: Downtown Tampa - 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.
Required for Remote/Hybrid Work:
  • 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.

Come and join our award-winning team!
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

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