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Insurance Professional
2 months ago
We are seeking a highly motivated and detail-oriented Insurance Technician to join our team at Wallace Welch & Willingham. As a member of our team, you will have the opportunity to develop your expertise as an insurance professional and work collaboratively with others to provide exceptional client service.
Key Responsibilities- Work collaboratively with colleagues to achieve team goals and objectives.
- Develop and maintain commercial and personal lines client accounts through EPIC, our client/account management system.
- Implement policy change requests and endorsements, and order Loss Runs and Motor Vehicle Records (MVR) reports as needed.
- Assist with creating and preparing insurance proposals, and learn the elements of a Certificate of Insurance (COI) to prepare COIs for distribution.
- Import client employee information for Employee Benefits, and assist with coordination and preparation of seminars and client events.
- Perform other client service administrative tasks with increasing complexity, and attend online and in-person seminars to increase knowledge of technical and soft skills.
- 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.
This role operates in a professional office environment with a moderate noise level. The ideal candidate will be able to sit, use hands and fingers, read, speak, and hear, and will frequently stand and walk. Must be able to lift and/or move up to 25 pounds.
What We Offer- Competitive compensation plan.
- Great benefits, including medical, HSA, FSA, EAP, dental, vision, life, and disability.
- Paid Time Off and Paid Holidays.
- 401(k) with employer match.
- Training and Development opportunities.
- Paid Continuing Education.
- A culture that emphasizes respect for every individual.
We are an Equal Opportunity Employer and a Drug-Free Workplace. The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. We do not sponsor individuals for employment-based visas for this position.
