Insurance Technician

POSITION SUMMARY : 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: Obtaining the appropriate insurance license within 60 days of hire Training within Shared Services and the designated department Demonstrating mastery of task and industry knowledge throughout the program A capstone project that showcases their knowledge gained throughout their time in the department and the program itself 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. JOB DUTIES : 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; Become familiar with Agency guidelines, policies and procedures; Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures; Create and maintain commercial and personal lines client accounts through EPIC (client/account management system); Implement policy change requests and endorsements; Order Loss Runs; Assist with creating and preparing insurance proposals; 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; 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; Assist with quoting and account rounding projects; Maintenance and client setup on risk management and benefits software; Participate as a member of CAT (Catastrophic) Team; Perform other client service administrative tasks with increasing complexity; Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills; Work with our various value-added software we provide to our clients; Answer phone calls from clients and companies, and route them to the appropriate contact; Participate in various auditing projects for quality assurance purposes; Printing various proposals, open enrollment booklets, and other items for clients; Data entry projects within our client management system, EPIC; And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned. REQUIRED QUALIFICATIONS : Florida 4-40, 2-15, or 2-20 License within 60 days 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. COMPETENCIES : Customer Service - 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. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Written Communication - 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. Teamwork - 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. Diversity - 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. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Organizational Support - 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. Judgment - 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. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Planning/Organizing - 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. Professionalism - 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. Quality - Demonstrates accuracy and thoroug