What are the responsibilities and job description for the Client Support Specialist position at Leavitt Group?
Client Support Specialist
Bristol, VA | Full-Time
BTJ Insurance – A Leavitt Group Affiliate
leavitt.com/btj
BTJ Insurance, a Leavitt Group affiliate, is seeking a dependable and detail-oriented Client Support Specialist to join our team in Bristol, VA. This is an excellent opportunity to build a long-term career with a trusted, people-first insurance agency.
Position Summary
The Client Support Specialist is responsible for maintaining accurate and up-to-date data in our agency management systems and supporting both clients and internal teams with administrative and customer service tasks. You’ll play a key role in ensuring the smooth operation of our front office and client service workflows.
Key Responsibilities
Provide day-to-day support for accounts, including handling coverage questions, policy changes, endorsements, certificates, and renewals
Distribute incoming mail and handle outgoing priority mail
Answer and transfer phone calls professionally
Monitor outgoing faxes and confirm delivery
Maintain an organized and professional front reception area
Manage and restock office supplies
Create and maintain both digital and paper customer files
Ensure efficient processing of correspondence and customer service documents
Greet and direct clients and visitors
Troubleshoot billing issues and provide basic client support
Perform other administrative and client service-related tasks as assigned
Qualifications
High school diploma or GED required
2–3 years of customer service or sales experience, preferably in the insurance industry
Experience working in a professional office setting preferred
Strong communication skills, both verbal and written
Excellent time management, multitasking, and prioritization skills
Self-starter with the ability to work independently and as part of a team
Demonstrated professionalism, attention to detail, and organizational ability
Soft Skills & Traits for Success
Friendly, client-focused demeanor
Problem-solver with a can-do attitude
Ability to handle multiple priorities in a fast-paced environment
Strong decision-making and follow-through
Professional appearance and communication at all times
Compensation & Benefits
BTJ Insurance offers a competitive salary and a comprehensive benefits package, including:
$19-$21 per hour, depending on experience
Medical, dental, and vision insurance
401(k) with employer match
Health Savings Account (HSA) & Flexible Spending Account (FSA)
Paid sick and vacation leave
Wellness program and ongoing professional development opportunities
About BTJ Insurance & Leavitt Group
BTJ Insurance is part of the Leavitt Group, the one of the largest privately-held insurance brokerage in the U.S., with over 275 locations across 28 states. We provide both personal and commercial insurance solutions and are appointed with top-tier carriers across the nation. At BTJ, we combine local knowledge with national resources to provide outstanding service to our clients and career opportunities to our team members.
Apply Today!
If you're a proactive, service-minded professional looking to grow with a stable and respected organization, we encourage you to apply!
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Salary : $19 - $21