Insurance Support Specialist – Client & Policy Admin

Smith Brothers Insurance, LLC.; Glastonbury (CT); On-site; USD 24,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid time off & holidays

Company-paid life and disability保险

Job summary

Smith Brothers Insurance, LLC is seeking a full-time Business Support Specialist to join the on-site team in Glastonbury, CT. You will support client service needs across the organization, handling administrative and account support tasks with a focus on accuracy and service standards.

You will learn insurance concepts, agency systems, and operations while collaborating with Account Managers and the Shared Resources group; the role values strong communication, organization, and problem-solving

Qualifications

• Bachelor’s degree preferred; high school diploma or equivalent required.
• 1 year or more of client-facing, customer service, administrative, internship, or related experience preferred.
• Proficiency with Microsoft Office and the ability to learn agency systems, carrier platforms, and emerging technologies, including AI tools.
• Experience in a fast-paced, team-oriented environment preferred.

Responsibilities

• Develop knowledge of role responsibilities, agency workflows, insurance products, industry terminology, agency operations, service standards, and carrier relationships to deliver accurate work on time.
• 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 polity support activities as assigned through Shared Resources workflows.
• Participate in internal training programs, carrier educational opportunities, and professional development activities.
• Use agency tools, processes, and workflows to accurately complete work activities to support 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 duties as assigned.
• Demonstrate initiative, curiosity, and a commitment to learning while strengthening the technical and professional skills needed to deliver dependable and on-time work activities.
• Engage in ongoing professional development and training to strengthen knowledge, skills, and effectiveness.
• Utilize Microsoft Office, agency systems, and AI tools to improve efficiency, accuracy, and performance.
• Ensure compliance 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 our purpose, values, and culture.

Skills

Communication

Organization

Learning

Professionalism

Education

Bachelor’s degree preferred

High school diploma or equivalent

Tools

Microsoft Office

AI tools

Agency systems

Carrier platforms

Job description

Smith Brothers Insurance, LLC is seeking a full-time Business Support Specialist to join the on-site team in Glastonbury, CT. You will support client service needs across the organization, handling administrative and account support tasks with a focus on accuracy and service standards.

You will learn insurance concepts, agency systems, and operations while collaborating with Account Managers and the Shared Resources group; the role values strong communication, organization, and problem-solving