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Financial Services Professional

1 week ago

Tampa, Florida, United States GTE Financial Full time

Job Overview

GTE Financial is an award-winning financial institution seeking a Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for ensuring an exceptional member experience by developing relationships and educating customers on our product services.

Key Responsibilities:

  • Develop relationships with clients and educate them on our product services.
  • Communicate with customers, insurance companies, and other financial institutions via phone, email, fax, or in person.
  • Write new policies and download documents into our agency management system.
  • Process change requests, endorsements, claims, and confirm coverages to loss payees.
  • Handle member inquiries, cancellations, reinstatements, and member billing questions.

Requirements

  • High school diploma or equivalent; some college preferred.
  • Property and Casualty 2-20 license and continuing education requirements.
  • Minimum 3 years' experience or combination of education and experience.