Support Specialist - Commercial Insurance

Morris & Garritano Insurance

San Luis Obispo, CA

JOB DETAILS
SALARY
$21–$25 Per Hour
SKILLS
Best Practices, Customer Support/Service, Data Processing, Dental Insurance, Develop and Maintain Customers, Documentation, File Maintenance, Flexible Spending Accounts, High School Diploma, Insurance, Insurance Sales, Mail Processing, Marketing, Outsourcing, Risk Management, Time Management, Vision Plan
LOCATION
San Luis Obispo, CA
POSTED
16 days ago

Why Join M&G:

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
  • Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2025)
  • Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)

Insurance Support Specialist

This is a wonderful role to start on a career path in Commercial Insurance! The Support Specialist is responsible for duties including: retrieving, analyzing, and processing documents and data for the Commercial and Personal Lines departments. This position requires working daily with insurance carriers, vendors and internal staff.

How You will be Compensated:

  • $21-$25/hr Depending on Experience
  • Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
  • Free Employee Assistance Program
  • Paid Holidays, Paid Sick Time, and Flexible Vacation Time
  • Paid Parental Benefits
  • Disability and Life Insurance
  • 401(k) with 50% match
  • Flexible Spending Plan (FSA) and Health Savings Account (HSA

What You will Do:

Provide quality internal customer service to peers by maintaining relationships, managing expectations and using professional communication that is friendly, timely and clear.

  • Performs processing duties including:
    • Cross-trained on all outsourced tasks
    • Manages and routes incoming mail and email from clients and carriers
    • Maintains client files with excellent documentation and organization of data
    • Assists CL Operations, Marketing, Risk Management, Service and Personal Lines teams on various tasks and special projects
  • Executes basic client servicing requests

Qualifications

  • High School Diploma or GED
  • Proficient in Microsoft Office Suite
  • Ability to learn new software applications
  • Professional demeanor
  • Positive work ethic

About the Company

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Morris & Garritano Insurance