Why Join M&G:
We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
- Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024, 2025)
- Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
- Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
- Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025)
- Top 100 P&C Agencies 2023, 2024, 2025
- 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)
Insurance Support Specialist
This is a wonderful role to start on a career path in Commercial Insurance and Risk Management! Candidates seeking an entry-level position with opportunities to learn and gain experience in both carrier relations and risk management will thrive with this opportunity. You will provide administrative support to the Marketing and Risk Management Director.
How You will be Compensated:
Who You Are
- Professional demeanor, positive work ethic, and excellent communication skills
- Highly organized with innate critical thinking, analytical skills and good judgement
- Strong attention to detail using problem-solving ability, flexibility, and ability to recognize urgent needs
What You will Do:
- Provide administrative support to the Marketing and Risk Management Director, maintaining confidentiality and following through on assigned tasks.
- Assist with managing email and voicemail communications, drafting simple responses, following up on pending items, and flagging urgent matters
- Help coordinate scheduling and calendar updates, prepare basic meeting materials, and track follow-up items
- Attend selected meetings to take notes, summarize discussion points, and record action items in Asana or other tracking tools
- Track and follow up on pending communications, marketing needs, and other time-sensitive tasks
- Conduct basic research on products, insurance carriers, and industry topics; compile and share summaries
- Prepare and maintain weekly marketing workload reports, carrier performance reports, and other tracking documents
- Coordinate with outside vendors, carriers, and partners to gather information, schedule meetings, and follow up as needed
- Perform occasional reception duties such as routing phone calls, greeting visitors, and managing lobby activity.
- Assist with mail processing, supply ordering, maintaining common areas, and escalating facility needs.
- Complete other Administrative functions to support department needs
Qualifications
- Comfortable with Microsoft Office Suite (Outlook, Word, PowerPoint) and proficiency in Excel using basic formulas and formatting
- Eager to learn new tools and systems, including project management software such as Asana
- Familiarity with organizing information, tracking tasks, and preparing simple reports
- Prior administrative or office experience is helpful but not required
