Business Support Specialist

Description

Work Arrangement: This full-time role follows an in-office schedule, with an expectation of working on-site in Glastonbury, CT, with limited flexibility as needed.

As a Business Support Specialist, you will serve on the shared resource team supporting client service needs across the organization, completing a variety of administrative and account support activities. Through hands-on experience, role-specific training, and ongoing support, you will be expected to build working knowledge of insurance, client service, agency systems, and business operations.

Responsibilities 

Foundational Insurance Knowledge

• Develop and retain knowledge of role responsibilities, agency workflows, insurance products, industry terminology, agency operations, service standards, and carrier relationships to deliver accurate work on time. 
• Access and navigate carrier websites and systems to obtain policy documents, order loss runs, research billing inquiries, and support account servicing activities.
• Assist with renewal, pre-renewal, audit, and polity support activities as assigned through Shared Resources workflows. 
• Participate in internal training programs, carrier educational opportunities, and professional development activities. 

Agency & Client Support

• Use agency tools, processes, and workflows to accurately complete work activities to support client insurance programs across the agency.
• Assist Account Managers with designated steps in the renewal process for assigned accounts.
• Review basic insurance policies and related documents to identify and resolve routine discrepancies.
• Create, format, and distribute professional correspondence, reports, and other business documents.
• Scan, copy, organize, and maintain electronic and physical records as needed.
• Complete special projects and other duties as assigned.

Professional Effectiveness & Agency Success

• Demonstrate initiative, curiosity, and a commitment to learning while strengthening the technical and professional skills needed to deliver dependable and on-time work activities.
• Engage in ongoing professional development and training to strengthen knowledge, skills, and effectiveness.
• Utilize Microsoft Office, agency systems, and AI tools to improve efficiency, accuracy, and performance.
• Ensure compliance with agency processes, confidentiality standards, and quality expectations.
• Work effectively with team members, provide backup support, and contribute to a collaborative team environment.
• Demonstrate alignment with our purpose, values, and culture.

Desired Skills

Communication & Relationship Building

• Ability to communicate clearly and professionally, adapting communication style to different audiences.
• Ability to build positive working relationships and collaborate effectively across teams.
• Strong client service orientation with a commitment to meeting internal and external client needs.

Organization & Execution

• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities, meet deadlines, and follow through on commitments.
• Experience following structured procedures, workflows, and established processes.

Learning & Problem Solving

• Commitment to continuous learning, professional development, and skill development.
• Curious, solution-oriented mindset with the ability to identify opportunities and recommend improvements.
• Ability to learn new systems, tools, and concepts quickly.
• Learn how to research issues, evaluate options, develop practical solutions, and escalate appropriately.
• Work toward obtaining an insurance licensure pertaining to the team you are assigned. 

Professionalism & Accountability

• Self-motivated, adaptable team player with a positive attitude, strong work ethic, and resilience.
• Commitment to maintaining confidentiality and handling sensitive information appropriately.
• Ability to follow agency processes, quality standards, and compliance requirements.
• Demonstrate alignment with our purpose, values, standards, and culture. 

Qualifications 

• Bachelor’s degree preferred; high school diploma or equivalent required. 
• Minimum of one year of client-facing, customer service, administrative, internship, or related professional experience preferred. 
• Proficiency with Microsoft Office applications and the ability to learn agency systems, carrier platforms, and emerging technologies, including AI tools. 
• Experience working in a fast-paced, team-oriented environment preferred.

General Working Conditions 

• Dynamic environment with frequent communication via in person, video, email, and phone. 
• Some travel and non-standard working hours may be required. 
• Ability to view computer monitors for extended periods of time.
• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.

Compensation
The estimated base hourly rate for this position ranges from $17.40 - $28.32/hour. The base pay offered will consider experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. The stated range reflects the Company's good-faith estimate of potential compensation at the time of posting.

Eligible employees may participate in comprehensive benefit programs, including health, dental, and vision insurance; a 401(k) plan with company match; paid time off and holidays; company-paid life and disability insurance; an employee assistance program; health navigation and care advocacy services; hospital indemnity and critical illness coverage; insurance licensing and continuing education reimbursement; and other company-sponsored benefits.

Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Smith Brothers Insurance, LLC is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability, marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Duties, responsibilities, and activities may change at any time with or without notice, based on business needs. This description does not constitute a contract of employment, and we reserve the right to revise the job description and/or require other tasks be performed as circumstances change.

About Smith Brothers 

Smith Brothers Insurance is a Top 100 National Broker with over 50 years of being independently operated. 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.