About the role
Category: Insurance
Location:
Position Overview
We are seeking a reliable and detail-oriented Insurance Support Specialist to support a growing independent insurance brokerage. This person will assist with quoting, prospect follow-up, appointment setting, renewal management, and maintaining accurate client information.
The ideal candidate has previous insurance experience, is comfortable working with agency management and CRM systems, and can communicate professionally with prospects and clients. This position will begin part-time, with the potential to grow as the agency expands.
Schedule
Part-time, approximately 20 hours per week
Monday through Friday
Schedule to be coordinated with the agency owner
Key Responsibilities
Assist with high-volume personal and commercial insurance quoting
Gather the information needed to prepare accurate quotes
Enter and maintain prospect and client information
Follow up with prospects regarding quotes and outstanding information
Schedule appointments for the agency owner
Support renewal tracking and follow-up
Update activities, notes, and pipeline stages within the CRM
Maintain accurate and organized digital records
Communicate professionally through email, phone, and text
Follow up on open tasks and ensure requests are completed promptly
Assist with policy documentation and general administrative support
Help document and improve internal processes as the agency grows
Protect confidential client and insurance information
Required Qualifications
Previous insurance industry experience
Experience supporting insurance quoting or policy servicing
Familiarity with personal or commercial insurance lines
Strong written and spoken English
Excellent attention to detail
Strong organizational and time-management skills
Professional client communication
Ability to manage multiple requests and priorities
Comfortable learning new systems and processes
Reliable internet connection and professional remote workspace
Ability to work independently and follow established procedures
Technology and Systems
Experience with one or more of the following is preferred:
AgencyZoom
Applied Epic
AMS360
Salesforce
Google Workspace
Similar insurance agency management or CRM systems
Preferred Qualifications
Experience with both personal and commercial insurance lines
Experience preparing or assisting with high-volume quotes
Familiarity with insurance renewals and prospect pipelines
Experience working for an independent insurance agency
Appointment-setting or customer-service experience
Spanish-speaking ability is a plus, but not required
Ideal Candidate
The ideal candidate is proactive, organized, accurate, and comfortable working in a growing agency environment. They should be able to take ownership of recurring responsibilities, communicate clearly, and help the agency owner build efficient processes that can scale over time.
DetailsOriginally posted on Himalayas