Messer Financial Group · 1 day ago
Producer Support Specialist
Charlotte, NC
Full-time
Onsite
Mid Level
$56K/yr - $62K/yrMesser Financial Group is seeking a highly skilled Producer Support Specialist to serve as a key operational and relationship support resource for insurance brokers and agencies. This role involves managing complex agent inquiries and delivering high-quality service while supporting producers through issue resolution and new business submissions.
Financial ServicesHealth CareInsuranceProfessional Services
Responsibilities
Serve as a primary point of contact for producer inquiries via phone, email, and chat, handling a high volume of interactions with accuracy and professionalism
Analyze and resolve complex issues related to new business submissions, carrier requirements, licensing, and documentation
Proactively manage follow-ups and escalations to ensure timely, complete resolution and a positive producer experience
Build and maintain strong, trust-based relationships with producers and agency leadership
Anticipate producer needs and identify opportunities to improve engagement, efficiency, and satisfaction
Represent Messer Financial Group with a high level of professionalism, accountability, and service excellence
Partner closely with internal departments to deliver coordinated, end-to-end producer support
Work directly with insurance carriers and third-party vendors to resolve issues and facilitate new business processing
Maintain a strong working knowledge of company initiatives, products, and operational resources to support producer success
Accurately document all producer interactions, actions taken, and resolutions in CRM and internal systems
Maintain organized and up-to-date producer records in accordance with company standards
Support reporting needs, product research, and management requests as required
Ensure adherence to service-level expectations, internal workflows, and compliance requirements
Actively participate in training and professional development to deepen product knowledge, and process expertise
Apply new knowledge to improve resolution speed, service accuracy, and overall producer experience
Contribute ideas to improve processes, documentation, and support workflows
Participate in departmental projects and initiatives as assigned
Support evolving business needs and special projects as directed by leadership
Qualification
Required
Strong verbal and written communication skills with the ability to convey complex information clearly
Proven ability to manage high-volume workloads while maintaining accuracy, organization, and attention to detail
Demonstrated problem-solving skills and sound judgment in resolving complex or sensitive issues
Critical thinking skills
Proficiency with CRM platforms, carrier systems, and standard office software
Ability to collaborate effectively in a fast-paced, service-oriented environment
Preferred
Prior experience in insurance operations, producer support, client services, or a related insurance services role preferred
Company
Messer Financial Group
MESSER Financial Group is a national marketing organization that distributing life, health, and medicare supplement insurance products.
Founded in 2001
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Rice
CEO
Justin McKim
Chief Marketing Officer
Company data provided by crunchbase