obÌåÓý

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;
• Perform data entry and process policy information in EPIC to update and maintain client accounts;
• Order Loss Runs and Motor Vehicle Records (MVR) reports;
• Import client employee information (Employee Benefits);
• Assist with Business Development and Marketing Research;
• Maintenance and client setup on Agency Management System, Risk Management and Benefits software;
• Assist with claims administration;
• Perform other client service administrative tasks with increasing complexity;
• Assist the Risk Division by creating Mod Master Reports
• Assist with quoting and account rounding projects;
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Provide back-up to reception/front desk;
• Become a member of CAT (Catastrophic) Team when required;
• Regularly attend and participate in various online courses and in-person training to increase knowledge of insurance, technical, and soft skills.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

REQUIRED QUALIFICATIONS:

• Florida 4-40 license within 12 months of hire.
• Florida 2-20 (or 2-15, as applicable) License within 18 months of hire.
• High School degree required; some college or college degree, preferred.
• 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, Excel, and Outlook.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to sit or stand (your choice) at one place for long periods of time, read, speak and hear, and reach with hands and arms.  Must lift and/or move up to 15 pounds.  Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

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 thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

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

 

#LI-RH1