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 (2018-2025)
- Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
- 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)
Personal Lines Insurance Support Specialist
The Support Specialist provides technical and administrative support to the Personal Lines department, ensuring timely, accurate, and efficient assistance. You will handle multifaceted clerical and administrative tasks for Account Managers and continually help to coordinate a high-volume workload within a deadline-driven environment. This role requires an unwavering commitment to customer service.
How You will be Compensated:
What You Will Do:
- Attach and label mail received into our agency management system
- Execute simple service requests including Billing Research & Payments, Proofs of Insurance, and Endorsement Requests utilizing online carrier portals
- Follow up with clients for information requested
- Set up renewal files for Account Managers
- Research files to assist Account Managers with Client/Carrier requests
Who You Are:
- You enjoy building strong relationships through active listening, problem-solving, and effective communication with internal teams and external partners
- You take pride in your commitment to accuracy, timeliness, and completeness with care for reducing errors
- You thrive with repetitive tasks and high-volume data, including formatting and organizing information
- You respect and maintain confidentiality and compliance with HIPAA and other privacy regulations
Qualifications
- High School Diploma or GED
- Proficient in Microsoft Office Suite
- Ability to learn new software applications
- Professional demeanor
- Positive work ethic
