Smith Brothers Insurance, LLC. · 2 hours ago
Emerging Insurance Professionals Program
Smith Brothers Insurance, LLC is an independently operated, Top 100 National Broker focused on Helping Others. They are seeking an entry-level Business Support Specialist to support the agency, work on service and sales, and contribute to the agency's learning plan.
Insurance
Responsibilities
Access and navigate carrier websites to obtain policy documents, order loss runs, and research billing inquiries
Scan, copy, and collate information and documents as needed
Issue, print, and mail certificates of insurance
Update client information in the agency management system as requested
Assist Account Managers with specific steps in the renewal process for certain types of policies
Create and format letters using appropriate format, using a variety of business tools
Review basic insurance policies to resolve policy checking discrepancies
Utilize agency management system for daily activities, documentation and other duties as assigned
Participate in internal training as well as carrier system training sessions
Review, update and develop processes and workflows as needed
Work on projects and other work as assigned
Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience
Remains current on industry trends and information, new product development, legislation, coverages and technology
Pursue personal and professional development through internal and external learning efforts
Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols
Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders
Qualification
Required
Minimum of one year of client facing and/or customer service experience
High School diploma required
Experience following procedures and workflows with a focus on client experience
Previous experience working in a team environment and establishing positive working relationships
Commitment to continuous process improvement and team development
Preferred
Bachelor's degree preferred
Prior experience in insurance agency or carrier a plus
Benefits
Health
Dental
Vision
Short and Long-term Disability
Life
Long Term Care
401K with employer match
Employee assistance program
Licensing and continuing education reimbursement
Travel and expense allowance
Internal & external meetings
Learning and development opportunities
Company
Smith Brothers Insurance, LLC.
At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager.
Funding
Current Stage
Growth StageRecent News
Central New York Business Journal
2025-08-07
Central New York Business Journal
2025-04-02
2023-07-08
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