What are the responsibilities and job description for the Insurance Support Specialist position at Morris & Garritano Insurance?
Why Join M&G:
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 (2018-2024)
- Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
- NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
- Big I Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
- Top 100 P&C Agencies (#100 2023, #98 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)
- UBA Advisor Awards (2022 2023)
- Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 2024)
- Leaders of Influence Insurance by Orange County Business Journal (2023)
Insurance Support Specialist
The candidate best suited for this role will carry a professional demeanor, practice excellent communication skills, and possess a positive work ethic in line with our company culture. 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
Salary : $19 - $25
