Insurance Support Specialist — Commercial & Personal Lines

Morris & Garritano; San Luis Obispo (CA); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Holidays

Paid Sick Time

Flexible Vacation Time

Parental Benefits

Disability Insurance

Life Insurance

401(k) with 50% match

Flexible Spending Plan (FSA) or Health

Job summary

Morris & Garritano on California’s Central Coast is seeking an Insurance Support Specialist to assist Commercial and Personal Lines teams. You will process documents, perform client-facing tasks, and work with carriers, vendors and staff daily.

The role includes handling internal service requests, maintaining files, and supporting operations with automation tools, with comprehensive benefits and growth opportunities in a collaborative environment.

Qualifications

• Proficient in Microsoft Office Suite.
• Ability to learn new software applications.
• Professional demeanor.
• Positive work ethic.

Responsibilities

• Provide quality internal customer service to peers with professional, timely communication.
• Performs processing duties including cross-training on outsourced tasks.
• Manages and routes incoming mail and email from clients and carriers.
• Maintains client files with excellent documentation and data organization.
• Assists CL Operations, Marketing, Risk Management, Service and Personal Lines teams on various tasks.
• Executes basic client servicing requests.
• Robotic Process Automation: assists with running BOTs and resolving exceptions.

Skills

Microsoft Office Suite

Ability to learn new software

Professional demeanor

Positive work ethic

Education

High School Diploma or GED

Job description

Morris & Garritano on California’s Central Coast is seeking an Insurance Support Specialist to assist Commercial and Personal Lines teams. You will process documents, perform client-facing tasks, and work with carriers, vendors and staff daily.

The role includes handling internal service requests, maintaining files, and supporting operations with automation tools, with comprehensive benefits and growth opportunities in a collaborative environment.