Full-Time, Non-Exempt

Why Smith Brothers Insurance Needs You

We are seeking a highly motivated individual to join our Agency Resource Team as a Business Support Specialist. Our ideal candidate will have entry-level experience working in a fast-paced environment, preferably in a sales support or client service role. While an insurance background is not necessary for this position, our ideal candidate should be looking to build a career in the insurance brokerage industry. This position will work with internal and external clients, handling client service tasks and providing support to our sales, service, and operations teams. We are a team of professionals who seek to consistently deliver our Be Sure brand promise, have a great place to work, and build a sustainably relevant company. Our big purpose is Helping Others, and we start with ensuring all our team members understand our vision and appreciate the
vital role they play in making our plan a reality. 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.

Primary Job 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
  • Work on projects and other work as assigned
  • Participate in internal training as well as carrier system training sessions
  • Review, update and develop processes and workflows as needed
  • Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience
  • Support and demonstrate the core values of our agency: trust, respect, creativity, and fun
  • Support and live our Be Sure Service Standards, Helping Others Culture, and Quality Program

Desired Skills

  • Ability to make independent decisions, research/analyze problems and develop solutions that will provide outstanding customer experience and support our team goals
  • Effective customer service skills and an understanding of how to utilize resources to meet internal and external client needs
  • Good organizational skills and attention to detail
  • Ability to plan and organize effectively and manage multiple priorities; meet deadlines
  • Ability to learn and utilize an agency management system and other technology essential for the job function
  • Flexibility to take on additional responsibilities and projects as needed
  • Strong work ethic
  • Professional and effective communication skills
  • Ability to work independently and collaboratively in a fast-paced environment
  • Ability to problem solve with tolerance for ambiguity
  • Ability to set and achieve goals
  • Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols
  • Proficient in Microsoft Office, including Outlook, Word, and Excel


  • Minimum of one year of client facing and/or customer service experience
  • Bachelor’s degree preferred
  • 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
  • Prior insurance industry preferred

General Working Conditions

  • Fast paced office environment with significant telephone and in person activity
  • Ability to view computer monitors for extended periods of time

Why Smith Brothers Insurance

We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and working together to be a sustainably relevant company. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services. At Smith
Brothers, we are sure in our ability to do the right thing, the right way. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.

Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities.

To apply for this job email your details to careers@smithbrothersusa.com