Support Specialist | Commercial Insurance

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

OUR CULTURE!!

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

Why Join M&G:

OUR CULTURE!!

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (2023, 2024, 2025)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

Insurance Support Specialist

This is a wonderful role to start on a career path in Commercial Insurance! The Support Specialist is responsible for duties including: retrieving, analyzing, and processing documents and data for the Commercial and Personal Lines departments. This position requires working daily with insurance carriers, vendors and internal staff.

How You will be Compensated:

• $19-$25/hr Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

What You will Do:

Provide quality internal customer service to peers by maintaining relationships, managing expectations and using professional communication that is friendly, timely and clear.

• Performs processing duties including:
  • Cross-trained on all outsourced tasks
  • Manages and routes incoming mail and email from clients and carriers
  • Maintains client files with excellent documentation and organization of data
  • Assists CL Operations, Marketing, Risk Management, Service and Personal Lines teams on various tasks and special projects
• Executes basic client servicing requests
• Robotic Process Automation:
  • Assists with running BOTs and resolving or escalating exceptions within expected turnaround times

Qualifications

• High School Diploma or GED
• Proficient in Microsoft Office Suite
• Ability to learn new software applications
• Professional demeanor
• Positive work ethic