Insurance Support Specialist

Join a Team Where Your Organizational Skills Truly Make an Impact

Are you someone who enjoys structure, accuracy, and keeping operations running smoothly behind the scenes? Do you take pride in details, follow‑ups, and helping teams stay on track? If so, you may be exactly who we’re looking for.

Our Insurance Department is seeking an Insurance Support Specialist—a key team member who supports administrative workflows, ensures compliance accuracy, and strengthens the work of our Client Service Agent and Sales Agent teams. This role plays a critical part in maintaining clean data, timely follow‑through, and consistent operational excellence.

What You’ll Do

• Monitor and manage incoming claims‑related emails, entering information accurately into customer CRM profiles.
• Support the commission and commission reconciliation process within the Agency Management System (AMS).
• File insurance cancellation emails promptly and correctly in the CRM.
• Assign underwriting memos to Client Service Agents and track follow‑up and completion.
• Manage orphan accounts, including attaching policies, documenting direct‑written policies, and ensuring commission corrections are addressed.
• Update new business transactions in the AMS to prevent duplicate reporting.
• Perform compliance reviews by examining applications for completeness and accuracy, and following up with agents or customers to obtain missing information.
• Maintain accurate deceased member reports according to company procedures.
• Provide general clerical and operational support to the insurance team.
• Adhere to established workflows, compliance guidelines, and internal controls.
• Maintain confidentiality with all client documents, data, and correspondence.

What You Bring

• A high school diploma or equivalent; additional coursework in administrative, insurance, or compliance areas is a plus.
• Experience in insurance, compliance, administrative support, or customer service is preferred.
• Familiarity with CRM or Agency Management Systems—or the ability to learn quickly.
• Strong attention to detail, accuracy, and analytical thinking.
• Ability to manage multiple tasks in a fast‑paced environment.
• Consistent and professional follow‑up skills.
• Clear communication skills, both written and verbal.
• Ability to work both independently and in collaboration with internal teams.

Physical & Work Environment Information

This role is performed primarily in an office environment. It involves extended periods of computer work, concentration, and detailed review. The position may require lifting up to 25 pounds and occasional travel to other company locations.

Why This Role Matters

The Insurance Support Specialist is essential to ensuring smooth operations, accurate documentation, and dependable support for agents and customers. You’ll be part of a dedicated team that values precision, teamwork, and processes that help the entire department succeed.

If you’re ready to bring your organizational skills and attention to detail to a team that appreciates them, we invite you to apply.

DISCLAIMER 

This position description is intended to describe the level of work required of the person performing the job and the physical requirements normal to the position. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential function.