Business Support Specialist, Emerging Insurance Professionals Program

Are you early in your career or looking for a career change? Consider our Emerging Insurance Professionals Program, where we invest in you and your development to help you launch and grow your career with training, mentorship, and resources. You will join our agency as a Business Support Specialist, supporting the agency while gaining exposure to service, sales, and value-added services as we manage risk for families and businesses.

About the role

Smith Brothers Insurance has been in business for over 50 years as an independently operated, Top 100 National Broker focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans (including 401(k) and 403(b)), Risk Management, and Financial Services. Our ideal candidate will have a deep desire to leverage their skills to help us grow and improve those around them.

Responsibilities

• Access and navigate carrier websites to obtain policy documents, order loss runs, and research billing inquiries.
• Scan, copy, and collate information and documents as needed.
• Issue, print, and mail certificates of insurance.
• Update client information in the agency management system as requested.
• Assist Account Managers with specific steps in the renewal process for certain types of policies.
• Create and format letters using appropriate business tools.
• Review basic insurance policies to resolve policy checking discrepancies.
• Utilize agency management system for daily activities, documentation, and other duties as assigned.
• Participate in internal training as well as carrier system training sessions.
• Review, update, and develop processes and workflows as needed.
• Work on projects and other assigned tasks.
• Follow department and company-defined processes, procedures, and workflows within specified timelines to drive consistency and efficiency, with a focus on client experience.
• Remain current on industry trends, new product development, legislation, coverages, and technology.
• Pursue personal and professional development through internal and external learning efforts.
• Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
• Believe in Smith Brothers’ purpose, values, and standards, and work collaboratively with teammates to drive value to all stakeholders.

Requirements

• Minimum of one year of client-facing and/or customer service experience.
• High School diploma required; Bachelor’s degree preferred.
• Experience following procedures and workflows with a focus on client experience.
• Previous experience working in a team environment and establishing positive working relationships.
• Commitment to continuous process improvement and team development.
• Prior experience in an insurance agency or carrier is a plus.

Skills

• Ability to make independent decisions, research/analyze problems, and develop solutions to provide outstanding client experience.
• Strong client service skills and understanding of how to utilize resources to meet internal and external client needs.
• Effective and professional listening, verbal, written, and presentation skills.
• Strong organizational skills and attention to detail.
• Ability to learn and utilize agency management systems, carrier websites, and other essential technology.
• Proficient in all MS Office products.
• Ability to work collaboratively and effectively with a team to build trust and enhance productivity.
• Comfortable communicating with stakeholders at various levels.
• Ability to plan, organize, and prioritize time and competing priorities to meet deadlines.
• Desire and ability to work independently and collaboratively in a fast-paced, growth-minded environment.
• Ability to adjust to shifting priorities and take on additional responsibilities as needed.
• Strong work ethic and demonstrated resilience to overcome challenges.
• Team player who consistently contributes positively.
• Keep current with continuing education requirements and industry standards.

Benefits

• Competitive salaries.
• Comprehensive benefits including Health, Dental, Vision, Short and Long-term Disability, Life, and Long Term Care insurance.
• 401K with employer match.
• Employee assistance program.
• Licensing and continuing education reimbursement.
• Travel and expense allowance.
• Internal and external meetings, learning, and development opportunities.

Working Conditions

• Fast-paced office environment with significant telephone and in-person interactions.
• Ability to view computer monitors for extended periods of time.
• Flexible work environment.

For more information about our company, visit www.smithbrothersusa.com.