Insurance Support Specialist - Morris & Garritano Insurance : Job Details

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)
• Top 100 P&C Agencies (#100 - 2023, #98 - 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 - 2024)
• UBA Advisor Awards (2022 - 2023)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 - 2024)

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:

• $19-$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.

• You will work 5 days a week in our beautiful San Luis Obispo Office
• 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 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