Business Support Specialist
Company: Smith Brothers Insurance
Location: Glastonbury
Posted on: April 2, 2026
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Job Description:
The Business Support Specialist plays a key role in delivering
high quality service experience to both internal and external
partners. This role supports the growth and efficiency of the
agency by managing client service tasks, coordinating operational
needs, and partnering closely with sales, service, and operations
teams. The Business Support Specialist contributes to agency
success through responsive support, strong attention to detail, and
a collaborative, solution-oriented approach. Ideal candidates bring
experience in a fast-paced environment, preferably within sales
support or client service, and a desire to build a long-term career
in the insurance brokerage industry. Responsibilities & What You’ll
Be Doing Access and navigate carrier websites to obtain policy
documents, order loss runs, and research billing inquiries. Scan,
copy, collate, and format documents and information as needed.
Issue, print, and mail certificates of insurance. Update and
maintain client information in the agency management system.
Support Account Managers with designated steps in the renewal
process for certain policy types. Support M &A integration
tasks around carrier appointments and other assigned tasks. Create
and format letters and other correspondence using appropriate
business tools. Review basic insurance policies to help resolve
policy-checking discrepancies. Utilize the agency management system
for daily activities, documentation, and assigned tasks.
Participate in internal training sessions as well as carrier system
training. Review, update, and help develop processes and workflows
as needed. Ensure compliance with agency processes, confidentiality
standards, and quality metrics. Work on projects and other work as
assigned. Engage in ongoing professional development through
internal learning and training. Proficient in MS Office, tools and
standard office applications. Proficiency in AI tools (Copilot,
ChatGPT, etc.) to aid work and efficiency. Demonstrate alignment
with our purpose, values, and culture. Qualifications, Knowledge,
Skills & Abilities, You’ll Bring Minimum of one year of
client-facing and/or customer service experience, prior insurance
experience preferred. Bachelor’s degree preferred, high school
diploma required. Experience following structured procedures and
workflows with a focus on client experience. Ability to communicate
clearly in all forms of communication with ability to adjust style
based on audience. Ability to build positive working relationships
and contribute effectively in a team environment. Commitment to
continuous process improvement and team development. Effective
client service skills with the ability to leverage resources to
meet internal and external needs. Strong organizational skills and
attention to detail. Ability to plan, prioritize, and manage
multiple responsibilities while meeting deadlines. Experience and
proficiency with MS Office tools (Word, Excel, etc.) and adaptive
with AI and emerging tools and technologies. Ability to learn and
utilize agency management systems. Flexibility and willingness to
take on additional work and projects assigned. Ability to work
independently on assigned work and collaboratively in a fast-paced
environment. Ensure compliance with agency processes,
confidentiality standards, and quality metrics. Curious,
solution-oriented thinker who proactively identifies opportunities
for clients and improvements. Committed to continuous learning and
professional development. Self-motivated, strong work ethic,
adaptable, stress tolerance to overcome hurdles. Team player who
consistently defaults to good. General Working Conditions Dynamic
environment with frequent communication via phone, video, and
in-person. Ability to view computer monitors for extended periods
of time. Culture rooted in collaboration, integrity, trust,
respect, creativity, and fun. Smith Brothers Insurance is a Top 100
National Broker with over 50 years of being independently operated.
Our culture is rooted in our Helping Others purpose built on values
and standards to deliver for our clients and each other. Learn more
at www.smithbrothersusa.com . This job description is only a
summary of the typical functions of the job, not an exhaustive or
comprehensive list of all possible responsibilities, tasks, and
duties. Duties, responsibilities, and activities may change at any
time with or without notice, based on business needs. This
description does not constitute a contract of employment, and we
reserve the right to revise the job description and/or require
other tasks be performed as circumstances change.
Keywords: Smith Brothers Insurance, New England , Business Support Specialist, Administration, Clerical , Glastonbury, Northeast
