Business Support Specialist

Smith Brothers Insurance•Glastonbury, CT

4d•Onsite

About The Position

The Business Support Specialist serves on the shared resource team, supporting client service needs across the organization through administrative and account support activities. The role builds working knowledge of insurance, client service, agency systems, and business operations through hands-on experience, role-specific training, and ongoing support. It is a full-time, in-office position in Glastonbury, Connecticut, with limited flexibility as needed. The specialist supports account servicing and renewal workflows, uses agency and carrier systems, prepares business documents, maintains records, and collaborates with colleagues. The role also involves continued professional development, adherence to agency processes and confidentiality standards, and working toward insurance licensure relevant to the assigned team. Some travel and non-standard working hours may be required. Smith Brothers Insurance is an independently operated, multi-disciplined national broker with more than 50 years of history and expertise across commercial and personal lines, employee benefits, surety, retirement plans, risk management, and financial services.

Requirements

High school diploma or equivalent required.
Proficiency with Microsoft Office applications and ability to learn agency systems, carrier platforms, and emerging technologies, including AI tools.
Ability to communicate clearly and professionally, adapting communication style to different audiences.
Ability to build positive working relationships and collaborate effectively across teams.
Strong client service orientation and commitment to meeting internal and external client needs.
Strong organizational skills and exceptional attention to detail.
Ability to manage multiple priorities, meet deadlines, and follow through on commitments.
Ability to follow structured procedures, workflows, and established processes.
Commitment to continuous learning, professional development, and skill development.
Curious, solution-oriented mindset; ability to research issues, evaluate options, develop practical solutions, recommend improvements, and escalate appropriately.
Self-motivated, adaptable team player with a positive attitude, strong work ethic, and resilience.
Commitment to maintaining confidentiality and handling sensitive information appropriately.
Ability to follow agency processes, quality standards, and compliance requirements.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.
Ability to view computer monitors for extended periods of time.

Nice To Haves

Bachelor’s degree preferred.
At least one year of client-facing, customer service, administrative, internship, or related professional experience preferred.
Experience working in a fast-paced, team-oriented environment preferred.

Responsibilities

Develop and retain knowledge of role responsibilities, agency workflows, insurance products, industry terminology, agency operations, service standards, and carrier relationships.
Access and navigate carrier websites and systems to obtain policy documents, order loss runs, research billing inquiries, and support account servicing activities.
Assist with renewal, pre-renewal, audit, and policy support activities through Shared Resources workflows.
Participate in internal training programs, carrier educational opportunities, and professional development activities.
Use agency tools, processes, and workflows to complete work accurately in support of client insurance programs.
Assist Account Managers with designated steps in the renewal process for assigned accounts.
Review basic insurance policies and related documents to identify and resolve routine discrepancies.
Create, format, and distribute professional correspondence, reports, and other business documents.
Scan, copy, organize, and maintain electronic and physical records as needed.
Complete special projects and other duties as assigned.
Strengthen technical and professional skills through initiative, curiosity, ongoing learning, and professional development.
Use Microsoft Office, agency systems, and AI tools to improve efficiency, accuracy, and performance.
Follow agency processes, confidentiality standards, quality expectations, and compliance requirements.
Work effectively with team members, provide backup support, and contribute to a collaborative team environment.
Demonstrate alignment with the agency’s purpose, values, standards, and culture.
Work toward obtaining insurance licensure relevant to the assigned team.