Insurance Support Specialist

Category: Insurance

Location:

Position Overview

We are seeking a reliable and detail-oriented Insurance Support Specialist to support a growing independent insurance brokerage. This person will assist with quoting, prospect follow-up, appointment setting, renewal management, and maintaining accurate client information.

The ideal candidate has previous insurance experience, is comfortable working with agency management and CRM systems, and can communicate professionally with prospects and clients. This position will begin part-time, with the potential to grow as the agency expands.

Schedule

• Part-time, approximately 20 hours per week
  
• Monday through Friday
  
• Schedule to be coordinated with the agency owner
  

Key Responsibilities

• Assist with high-volume personal and commercial insurance quoting
  
• Gather the information needed to prepare accurate quotes
  
• Enter and maintain prospect and client information
  
• Follow up with prospects regarding quotes and outstanding information
  
• Schedule appointments for the agency owner
  
• Support renewal tracking and follow-up
  
• Update activities, notes, and pipeline stages within the CRM
  
• Maintain accurate and organized digital records
  
• Communicate professionally through email, phone, and text
  
• Follow up on open tasks and ensure requests are completed promptly
  
• Assist with policy documentation and general administrative support
  
• Help document and improve internal processes as the agency grows
  
• Protect confidential client and insurance information
  

Required Qualifications

• Previous insurance industry experience
  
• Experience supporting insurance quoting or policy servicing
  
• Familiarity with personal or commercial insurance lines
  
• Strong written and spoken English
  
• Excellent attention to detail
  
• Strong organizational and time-management skills
  
• Professional client communication
  
• Ability to manage multiple requests and priorities
  
• Comfortable learning new systems and processes
  
• Reliable internet connection and professional remote workspace
  
• Ability to work independently and follow established procedures
  

Technology and Systems

Experience with one or more of the following is preferred:

• AgencyZoom
  
• Applied Epic
  
• AMS360
  
• Salesforce
  
• Google Workspace
  
• Similar insurance agency management or CRM systems
  

Preferred Qualifications

• Experience with both personal and commercial insurance lines
  
• Experience preparing or assisting with high-volume quotes
  
• Familiarity with insurance renewals and prospect pipelines
  
• Experience working for an independent insurance agency
  
• Appointment-setting or customer-service experience
  
• Spanish-speaking ability is a plus, but not required
  

Ideal Candidate

The ideal candidate is proactive, organized, accurate, and comfortable working in a growing agency environment. They should be able to take ownership of recurring responsibilities, communicate clearly, and help the agency owner build efficient processes that can scale over time.

Details

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