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Customer Services & Support

Suncoast Credit Union Hiring for Insurance Customer Service Agent – PL at Tampa, FL Full Time

Full Job Description

Overview:


Compensation: $38,000 – $54,000 based on experience and credentials

Schedule: Monday through Friday 8:30 AM – 5:30 PM

Remote opportunity, candidate must reside in Florida
The Customer Service Agent provides service to Suncoast Credit Union members for the Members Insurance Center. This individual reviews personal line insurance policies to recommend coverage and resolve problems. Key responsibilities include quoting and writing new or renewal policies. An ideal candidate upholds the highest level of business ethics.
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:

* COMPETITIVE MARKET SALARIES * MEDICAL COVERAGE * PAID TIME OFF * PAID HOLIDAYS * PARENTAL LEAVE * RETIREMENT PLANNING * DEGREE ASSISTANCE * BONUS OPTIONS * ACCESS TO OVER 4,000 GYMS * FREE IDENTITY THEFT PROTECTION * PAID VOLUNTEER HOURS * LEGAL ASSISTANCE * MENTAL HEALTH RESOURCES * EMPLOYEE LOAN DISCOUNTS *
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team supporting a healthy body, healthy mind, and healthy work-life balance!

Responsibilities:

  • Perform annual reviews of existing insurance policies to conserve the business
  • Offer replacement quotes or recommend policy changes on existing policies
  • Meet or exceed individual sales goals established by management
  • Identify the insurance needs of the members and resolve problems by recommending coverage or additional product lines
  • Assist members with new insurance policy applications
  • Correspond with insurance companies and the insured individuals regarding billing, endorsements, and claims for new or existing policies
  • Assist the agency by looking for opportunities to cross-sell
  • Interpret policy language for insured individuals and lenders
  • Manage the Agency Management System database
  • Print, file, and image company download documents
  • Maintain agency & insurance company manuals
  • Implement the agency’s policy, procedure, and underwriting guidelines to minimize errors and omissions
  • Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees
  • Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact
  • Attend training classes to increase professional knowledge

Qualifications:

  • High school diploma or equivalent
  • 2+ years of customer service experience preferably in the insurance industry
  • Florida 20-44 Property & Casualty Personal Lines Agent License required within 6 months of hire date
  • Must maintain continuing education requirements for license
  • Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
  • Effective written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators
  • Ability to comprehensively communicate facts, policies, and practices
  • Accurate, detail-oriented, and organized with task management

Job Overview

  • ID: 334416
  • Date Posted:
  • Location:
  • Job Title: Suncoast Credit Union Hiring for Insurance Customer Service Agent – PL at Tampa, FL