Agency Support Specialist

Branch Financial, LLC • Columbus, OH

9d • Remote

About The Position

Branch is on a mission to make insurance less expensive, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.
But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.
Branch has a preference for candidates in Ohio, but is open to candidates located in AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS. MO, NE, NV, NJ, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, and WI.
Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.
Branch's Agency Support Team
Our Agency Support Team is committed to make it effortless for Branch's Independent Agents to manage their clientele through assistance via Phone, Chat, and Email. Our Agency Support team lives into Branch's "Roots", embracing our culture and focusing on the importance of getting our agents' backs. Through listening, problem solving, providing guidance for Independent Agents to properly protect themselves through bundling and coverage counseling, as well as setting expectations on any follow-up items, our team works hard to create a lasting positive experience for all Branch agents.

Requirements

• Current Property & Casualty license required.
• A High School diploma or GED required.
• 1-3 years of previous Customer Service experience required.
• Ability to prioritize and multitask, including navigating through multiple business applications.
• Self-driven and thrives in a remote environment.
• Strong interpersonal and communication skills.
• Tenacious problem solver.
• Excellent communication skills that reflect an ability to present and receive. feedback in a positive way.
• Working knowledge of Google products, remote collaboration tools (Zoom/Slack).
• Follow call flow to ensure efficient and engaging conversations.
• Strong desire to connect with people and a track record of strong relationships.

Nice To Haves

• Experience in a fast-paced contact center environment preferred.

Responsibilities

• Provide easy and low-effort policy servicing experience to Independent Agents via their preferred method of communication (IB calls, OB calls, Chats or Emails)
• Serve as a billing, technical, underwriting and technical support expert
• Learn new skills and software to best support agencies
• Master multi-tasker
• Continually provide feedback to the rest of the Branch team to improve our IA experience
• Live into our Root of Pick up the Phone to give a world-class Agency experience
• Work in a collaborative, fast-paced environment with a team
• Advanced understanding and ability to interpret policy language
• Embrace Branch’s culture and focus on the importance of social responsibility.
• Everyone at Branch is responsible for meeting legal, economic, and ethical standards.

Benefits

• Above-market salary—Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
• Pay equity and transparency—Our pay isn’t just above market, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• Remote-first (with perks)—Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters and Chicago hub if you’d like to join us in an office.
• Flexible YouTime—We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
• Employee stock options—You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
• Medical, vision, dental—Get all the coverage you need for a healthy, happy life. We’ll also contribute $150 per month to a health savings account (HSA), administered by Branch.
• 401k and contribution matching—Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED