Agency Support Specialist

Job Summary

KMO Insurance Agency is seeking a highly organized, dependable, and customer-focused Insurance Agency Support Specialist to support our growing sales team and help deliver an exceptional experience to our clients.

This is a hybrid support role that combines insurance service, administrative and sales support, and client communication. The ideal candidate is proactive, detail-oriented, comfortable speaking with clients, and willing to step in wherever needed to keep the agency running smoothly.

This position will work closely with our sales team by assisting with service-related tasks, underwriting follow-up, billing and claims questions, client communication, and general administrative support. You will also help with important client experience initiatives such as thank-you cards, birthday calls, answering phones, and other relationship-building activities.

This is a full-time, in-office position.

Duties and Responsibilities

• Provide day-to-day support to the agency’s sales team
• Assist with client service requests and general policy-related questions
• Communicate with insurance carriers regarding underwriting requirements, policy updates, billing issues, and other service needs
• Follow up on outstanding underwriting documents and information
• Assist clients with billing questions and payment-related concerns
• Help direct and assist clients with basic claims questions and carrier claim processes
• Answer incoming phone calls in a friendly and professional manner
• Route calls and messages to the appropriate team member when needed
• Make outbound client calls for follow-ups, missing information, and other service needs
• Contact clients on birthdays and other special occasions
• Prepare and mail handwritten thank-you cards and client appreciation correspondence
• Assist with gathering signatures, applications, documents, and other information needed to complete insurance transactions
• Follow up with clients and carriers to ensure outstanding items are completed in a timely manner
• Maintain accurate and organized client records within the agency management system
• Assist producers with administrative and service tasks so they can remain focused on sales and new business
• Help with scanning, mailing, filing, and general office organization
• Monitor and help manage incoming client requests
• Assist with client retention and relationship-building efforts
• Provide a high level of customer service during every client interaction
• Communicate professionally through phone, email, and text
• Work collaboratively with sales and service team members
• Identify tasks that need attention and take initiative to resolve them
• Assist with special projects and additional agency support responsibilities as needed

The ideal person for this role enjoys being busy, is comfortable handling a variety of responsibilities, and takes ownership of their work. Because no two days in an insurance agency are exactly the same, we are looking for someone who is adaptable, resourceful, and genuinely enjoys helping both clients and coworkers.

Pay: $22.00 - $27.00 per hour

Expected hours: 40.0 per week

Benefits:

• Health insurance
• Health savings account
• Paid time off

Experience:

• Insurance: 1 year (Required)

License/Certification:

• Property and Casualty License (Required)

Work Location: In person

Salary : $22 - $27