Support Specialist
About The Position
Pinnacle Financial Services is seeking a detail-oriented and service-driven Support Specialist to join our Warminster office. In this role, you will be a key partner to our insurance agents, helping them navigate certifications, compliance requirements, carrier processes, and product support. This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in being a trusted resource for others. You’ll gain hands-on experience in Medicare and health insurance operations while working alongside a collaborative and supportive team.
Requirements
- High school diploma or equivalent (college coursework preferred)
- Strong verbal and written communication skills
- Professional, confident phone presence
- Proficiency in Microsoft Outlook, Excel, and Word
- Tech-savvy with the ability to quickly learn new systems
- Self-motivated with strong follow-through
Nice To Haves
- Medicare or insurance knowledge is a plus, but not required
Responsibilities
- Make outbound and receive inbound calls to assist agents with certifications and service-related questions
- Respond to agent, carrier, and internal emails with professionalism and urgency
- Provide product information and support across multiple health insurance lines
- Learn and apply HIPAA, LIMRA, and CMS guidelines
- Coordinate and track certification progress with internal teams
- Share information regarding certifications, webinars, and training sessions
- Follow up with carriers regarding enrollment and application statuses
- Provide accurate rate quotes across multiple product lines
- Assist agents with troubleshooting online enrollment tools
- Manage supply orders for agents and the home office
- Utilize internal systems including the agent database and enrollment platforms
- Support additional projects and team initiatives as needed
Benefits
- A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
