Position Overview
Join our established insurance agency as a Support Specialist working directly with a senior producer who brings 25+ years of industry experience. This role offers an exceptional opportunity to learn the insurance industry from an accomplished mentor while providing essential support for daily operations through the EPIC software platform.
Key Responsibilities
- Process and distribute Certificates of Insurance (COIs) in response to client and third-party requests
- Support insurance audit processes by gathering necessary documentation, organizing records, and ensuring timely responses
- Enter and maintain accurate client data in the EPIC management system
- Assist with policy submissions and applications, ensuring all required information is complete and accurate
- Monitor and respond to client communications regarding policy changes, updates, and general inquiries
- Coordinate with insurance carriers to resolve issues and obtain necessary information
- Maintain organized digital and physical files following agency protocols
- Support the lead producer with administrative tasks and calendar management
Required Qualifications
- High school diploma or equivalent; college degree preferred
- Strong computer skills with ability to learn new software systems
- Excellent attention to detail and organizational abilities
- Strong written and verbal communication skills
- Professional demeanor and customer service orientation
- Ability to handle multiple priorities and meet deadlines
Preferred Qualifications
- Previous experience in insurance or related financial services
- Familiarity with EPIC or similar agency management systems
- Knowledge of insurance terminology and basic concepts
- Experience with processing certificates of insurance
Growth Opportunity
This position offers a unique mentorship opportunity working alongside a veteran producer with over 25 years of success in the industry. The role provides hands-on training and exposure to all aspects of insurance agency operations, making it an ideal position for someone looking to build a career in insurance.
Work Environment
- Full-time position in a professional office setting | Remote possible for qualified candidates
- Training provided on all agency systems and procedures
- Collaborative team environment with direct mentorship
- Opportunity for professional development and industry certifications
Benefits
- Comprehensive training program
- Industry certification support
- Professional development opportunities
- Competitive salary and benefits package
- Mentorship from experienced industry professional
To Apply
Qualified candidates should submit their resume and cover letter detailing their interest in the insurance industry and how they would benefit from working with an experienced mentor. LOCAL responses ONLY. MUST HAVE P/C and/or L/H license.
About CHR
Consolidated Human Resources (CHR) transforms how businesses manage their most valuable asset - their people. As a leading workforce management partner, we simplify the complexities of human capital management while reducing risk and saving you valuable time. Our comprehensive solutions span the entire employee lifecycle, from strategic hiring and seamless onboarding to streamlined payroll, integrated benefits, and proactive compliance management.
What sets us apart is our powerful combination of expertise and technology. Our leadership team brings decades of workforce management experience, while our in-house legal team provides unmatched regulatory guidance and ASO solutions. Through our intuitive, cloud-based HRIS platform, we deliver enterprise-grade capabilities with the simplicity modern businesses demand.
Partner with CHR to experience the difference that comes from having both cutting-edge technology and seasoned HR experts working as an extension of your team. Whether you're looking to scale efficiently, ensure compliance, or create a better employee experience, we provide the tools and expertise to help your business thrive.
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