Leavitt Group · 1 month ago
Client Support Specialist
Bristol, VA
Full-time
Onsite
Entry Level
$19/hr - $21/hr
2+ years expBTJ Insurance, a Leavitt Group affiliate, is seeking a dependable and detail-oriented Client Support Specialist to join their team in Bristol, VA. The Client Support Specialist is responsible for maintaining accurate data in agency management systems and supporting clients and internal teams with administrative and customer service tasks.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Provide day-to-day support for accounts, including handling coverage questions, policy changes, endorsements, certificates, and renewals
Distribute incoming mail and handle outgoing priority mail
Answer and transfer phone calls professionally
Monitor outgoing faxes and confirm delivery
Maintain an organized and professional front reception area
Manage and restock office supplies
Create and maintain both digital and paper customer files
Ensure efficient processing of correspondence and customer service documents
Greet and direct clients and visitors
Troubleshoot billing issues and provide basic client support
Perform other administrative and client service-related tasks as assigned
Qualification
Required
High school diploma or GED required
2–3 years of customer service or sales experience, preferably in the insurance industry
Strong communication skills, both verbal and written
Excellent time management, multitasking, and prioritization skills
Self-starter with the ability to work independently and as part of a team
Demonstrated professionalism, attention to detail, and organizational ability
Preferred
Experience working in a professional office setting preferred
Benefits
Medical, dental, and vision insurance
401(k) with employer match
Health Savings Account (HSA) & Flexible Spending Account (FSA)
Paid sick and vacation leave
Wellness program and ongoing professional development opportunities
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase