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
BTJ Insurance offers a competitive salary and a comprehensive benefits package, including:
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!
📍 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
- 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
- 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
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
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!
Salary : $19 - $21