Insurance Technician

<p><strong><u>POSITION SUMMARY</u></strong>:</p> <p>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:</p> <ul> <li>Obtaining the appropriate insurance license within 60 days of hire</li> <li>Training within Shared Services and the designated department</li> <li>Demonstrating mastery of task and industry knowledge throughout the program</li> <li>A capstone project that showcases their knowledge gained throughout their time in the department and the program itself</li> </ul> <p>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.</p> <p><strong><u>JOB DUTIES</u></strong>:</p> <ul> <li>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;</li> <li>Become familiar with Agency guidelines, policies and procedures;</li> <li>Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures;</li> <li>Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);</li> <li>Implement policy change requests and endorsements;</li> <li>Order Loss Runs;</li> <li>Assist with creating and preparing insurance proposals;</li> <li>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;</li> <li>Import client employee information (Employee Benefits);</li> <li>Assist with coordination and preparation of seminars and various client events throughout the year;</li> <li>Assist with Business Development and Marketing Research;</li> <li>Assist with quoting and account rounding projects;</li> <li>Maintenance and client setup on risk management and benefits software;</li> <li>Participate as a member of CAT (Catastrophic) Team;</li> <li>Perform other client service administrative tasks with increasing complexity;</li> <li>Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;</li> <li>Work with our various value-added software we provide to our clients;</li> <li>Answer phone calls from clients and companies, and route them to the appropriate contact;</li> <li>Participate in various auditing projects for quality assurance purposes;</li> <li>Printing various proposals, open enrollment booklets, and other items for clients;</li> <li>Data entry projects within our client management system, EPIC;</li> </ul> <p>And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.</p> <p><strong><u>REQUIRED QUALIFICATIONS</u></strong>:</p> <ul> <li>Florida 4-40, 2-15, or 2-20 License within 60 days of hire.</li> <li>High School degree; bachelor's degree preferred, but not required.</li> <li>Strong desire to learn and grow as an insurance professional.</li> <li>Minimum of 6 months of prior employment.</li> <li>Ability to maintain strict confidentiality.</li> <li>Proficient with Microsoft Word, and Outlook.</li> <li>Intermediate knowledge of Excel required.</li> </ul> <p><strong><u>COMPETENCIES</u>:</strong></p> <ul> <li><em>Customer Service</em> - 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.</li> <li><em>Oral Communication</em> - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.</li> <li><em>Written Communication</em> - 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.</li> <li><em>Teamwork</em> - 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.</li> <li><em>Diversity</em> - 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.</li> <li><em>Ethics</em> - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.</li> <li><em>Organizational Support</em> - 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.</li> <li><em>Judgment</em> - 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.</li> <li><em>Motivation</em> - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.</li> <li><em>Planning/Organizing</em> - 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.</li> <li><em>Professionalism</em> - 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.</li> <li><em>Quality</em> - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.</li> <li><em>Quantity</em> - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.</li> <li><em>Adaptability</em> - 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,