Insurance Support Specialist

We continue to win awards and achieve honors for our culture, our industry expertise, and our services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
• 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 (2016-2023)
• Top 100 P&C Agencies (2023, 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022

Insurance Support Specialist

The candidate best suited for this role will carry a professional demeanor, practice excellent communication skills, and possess a positive work ethic in line with our company culture. 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