Team Support Specialist

Title:  Team Support Specialist

FLSA Status:  Non-Exempt

Shift: 1st

Reports to:  Department Manager

Department:  Personal Lines

Employment Status: Full-time

Supervisory Responsibilities: None

Date Created/Last Evaluated: October 2020

Summary

This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and group benefits accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-First” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• A combination of 2 years education or related office experience (i.e. insurance claims department, medical office, independent agency, etc.)
• NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment
• Bilingual in English/Spanish is preferred

Knowledge, Skills, and Abilities

• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook)
• Must be an assertive self-starter with the ability to influence others
• Must excel at being client focused and able to work in a team-oriented environment
• Should have demonstrated effective presentation skills through both verbal and written communications.

Supervisory Responsibilities

None

Essential Functions

• Maintains digital files in an orderly, up-to-date manner
• Processes change requests for clients on the same day as requested
• Processes confirmed cancellations on the same day as requested
• Seeks advice from Accounts Managers (AMs) with any problem with their accounts
• Maintains working knowledge of all company change procedures
• Assists or fills-in for AMs as directed
• Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system
• Processes paperwork assigned by AMs on the same day as requested
• Print proposals, policy notebooks, and other materials for client visits
• Runs carrier quotes for new potential groups
• Creates renewal spreadsheets and other necessary materials for existing clients
• Performs other functions as assigned by management

Physical Demands

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand, bend, stretch, and walk. Vision requirements include reading a computer monitor, peripheral vision, and the ability to look from screen to objects on desk to visitors walking in the door. Color vision needed. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

This job operates in a clerical, office setting.  This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel

No travel is required for this position.