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Commercial Insurance Support Specialist

Morris & Garritano Insurance
San Luis Obispo, United Statesfull_timeVerifiedPosted 14 Apr 2025
💰 $50,000/yr($38,000/yr$50,000/yr)

About the role

Why Join M&G:

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
  • NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
  • Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
  • MVP Account Managers (Insurance Journal)
  • Top P&C Agent of the Year (Insurance Journal) 2022
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
  • UBA Advisor Awards (2022 – 2023)
  • Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
  • Leaders of Influence – Insurance by Orange County Business Journal (2023)

Insurance Support Specialist

This is a wonderful role to start on a career path in Commercial Insurance! The Support Specialist is responsible for duties including: retrieving, analyzing, and processing documents and data for the Commercial and Personal Lines departments. This position requires working daily with insurance carriers, vendors and internal staff.

How You will be Compensated:

  • $19-$25/hr Depending on Experience
  • Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
  • Free Employee Assistance Program
  • Paid Holidays, Paid Sick Time, and Flexible Vacation Time
  • Paid Parental Benefits
  • Disability and Life Insurance
  • 401(k) with 50% match
  • Flexible Spending Plan (FSA) and Health Savings Account (HSA

What You will Do:

Provide quality internal customer service to peers by maintaining relationships, managing expectations and using professional communication that is friendly, timely and clear.

  • Performs processing duties including:
    • Cross-trained on all outsourced tasks
    • Manages and routes incoming mail and email from clients and carriers
    • Maintains client files with excellent documentation and organization of data
    • Assists CL Operations, Marketing, Risk Management, Service and Personal Lines teams on various tasks and special projects
  • Executes basic client servicing requests
  • Robotic Process Automation
    • Assists with running BOTs and resolving or escalating exceptions within expected turnaround times

Qualifications:

  • High School Diploma or GED
  • Proficient in Microsoft Office Suite
  • Ability to learn new software applications
  • Professional demeanor
  • Positive work ethic

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Company

Morris & Garritano Insurance

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