Business Support Specialist

Smith Brothers Insurance, LLC•Glastonbury, CT

5d•$17 - $28•Onsite

About The Position

The Business Support Specialist serves on a 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 follows a full-time, in-office schedule in Glastonbury, Connecticut, with limited flexibility as needed. The specialist supports account servicing and renewal workflows, uses carrier and agency systems, reviews basic insurance documents, prepares business correspondence and reports, and maintains records. The role also involves ongoing training and professional development, collaboration with team members, compliance with agency processes and confidentiality standards, and working toward insurance licensure related to the assigned team. The work environment is dynamic, with frequent in-person, video, email, and phone communication. Some travel and non-standard working hours may be required. The role involves viewing computer monitors for extended periods. The estimated base hourly rate is $17.40–$28.32, with pay determined based on experience, skills, training, location, certifications, and education.

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.
Clear and professional communication skills, with the ability to adapt communication style to different audiences.
Ability to build positive working relationships and collaborate effectively across teams.
Strong client service orientation.
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 approach, with the ability to identify improvement opportunities and recommend changes.
Ability to learn new systems, tools, and concepts quickly.
Ability to research issues, evaluate options, develop practical solutions, and escalate appropriately.
Self-motivated, adaptable team player with a positive attitude, strong work ethic, and resilience.
Commitment to confidentiality and appropriate handling of sensitive information.
Ability to follow agency processes, quality standards, and compliance requirements.
Authorization to work in the United States on a full-time basis without company sponsorship.

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 supporting client insurance programs across the agency.
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 assigned duties.
Strengthen technical and professional skills to deliver dependable, timely work.
Use Microsoft Office, agency systems, and AI tools to improve efficiency, accuracy, and performance.
Comply with agency processes, confidentiality standards, and quality expectations.
Work effectively with team members, provide backup support, and contribute to a collaborative team environment.
Demonstrate alignment with the organization's purpose, values, and culture.
Work toward obtaining an insurance license related to the assigned team.