Insurance Specialist - Hybrid - Sign-On Bonus - $1,000.00

GTE Financial
Bradenton, Florida
Commensurate with experience
Jun 17, 2022
Aug 16, 2022
Customer Service
Job Type
Full Time
Career Level
Entry Level

Insurance Specialist - Hybrid - Sign-On Bonus - $1,000.00

Looking for an opportunity to join GTE Financial as an Insurance Specialist?

The Insurance Specialist meets the insurance needs of our clients by educating, quoting, and servicing policies within insurance state law guidelines. The Insurance Specialist operates in a customer service role for Credit Union Insurance Services (CUIS) working in a call center environment. The Insurance Specialist (IS) position is an integral link in the business relationship that is created by our insurance department between our clients and the insurance companies and/or vendors we represent. For many clients, this is the primary point of contact for established clients.

What does GTE look for in an Insurance Specialist?


  • Provide superior service to our members and internal customers by promptly responding to their inquiries and recommending the appropriate insurance products and services to address their individual needs.
  • Communicates with clients, insurance companies, and other financial institutions.
  • Responsible for extensive and complex communication with dealers, and financial institutions, and problem resolution.
  • Maintain individual client files and process routine correspondence between the client, the member, or the company, including preparing policy documents.
  • Handles client's inquiries regarding education, cancellations, reinstatements, and billing of third-party vendor insurance products.
  • Recalculates and corrects loan information when research requires problem resolution or insurance refunds to the member's accounts.
  • Recalculates and corrects loan information when research requires default pricing.


  • Understands and helps to maintain vendor and company manuals and revisions.
  • Understands and helps to maintain Procedure Manual, Workflow Manual, and Disaster Recovery Manual.
  • Participates and contributes to a positive teamwork environment which encourages team commitment to corporate, division, and departmental goals.
  • Provides training to Credit Union staff as needed regarding products and referrals.
  • Perform additional functions at the direction of department management.
  • Ensures the confidentiality of all information and transactions regarding GTE Insurance, the Credit Union, its members, and its employees are held to the highest level of business ethics.
  • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
  • Bilingual required (English/Spanish).

Required Qualifications:

  • High school graduate or equivalent.
  • Two years' experience in a customer service role.
  • FL 2-20 license and 20-44
  • Banking Experience a plus

​Position Details:

Location: Downtown Tampa - GTE Headquarters
Department Hours: Monday- Friday (9:00 am to 5:00 pm)
Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects
Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

Required for Remote Work:

  • A quiet workplace so you can focus on delivering excellent service to our members.
  • Must live in a location that can leverage an existing high-speed internet service.
  • Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
  • Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
  • Hybrids - Candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.GTE was named as one of Tampa's Top Workplaces!

Come and join our award-winning team!

GTE Financial is an Equal Opportunity Employer.

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