Insurance Professional

1 week ago


St Petersburg, United States Wallace Welch & Willingham Full time
Job Summary

We are seeking a highly motivated and detail-oriented Insurance Technician to join our team at Wallace Welch & Willingham. As an Insurance Technician, you will be responsible for providing exceptional client service, managing client accounts, and maintaining accurate records.

Key Responsibilities
  • Work collaboratively with the team to provide excellent client service and support
  • Manage client accounts, including creating and maintaining commercial and personal lines client accounts
  • Implement policy change requests and endorsements, and order Loss Runs and Motor Vehicle Records (MVR) reports
  • Assist with creating and preparing insurance proposals, and learn the elements of a Certificate of Insurance (COI)
  • Communicate with entities requesting COIs, and 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, and assist with quoting and account rounding projects
  • Maintenance and client setup on risk management and benefits software
  • Potential member of CAT (Catastrophic) Team
  • Perform other client service administrative tasks with increasing complexity
Requirements
  • Florida 4-40 or 2-20 License within 6 months 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
Work Environment

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

Reports To

Shared Services Team Supervisor

Position Type

Non-Exempt

Other

The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.



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