Customer Service/Insurance Agent Support Specialist

Customer Service/ Insurance Agent Support Specialist

Do you easily connect with people? Are you a professional conversationalist with charismatic and energetic phone skills? Do you have outstanding administrative skills? Do you strive to find solutions to complex, challenging problems? If you answered “Yes,” we want to meet you!

MESSER Financial Group, an Insurance Field Marketing Organization (FMO) in Charlotte, NC, is currently seeking a customer service-oriented individual to join our Producer Support Department as an Insurance Agent Support Specialist. This is an in-office position.

What You Will Do

As a Producer Support Specialist, your primary responsibility is to provide direct support to our external Independent Agent brokers. This will include building sustainable relationships through open and interactive communications while providing world-class support to our independent agent partners. You will work closely with colleagues in various internal departments, as well as external vendors and insurance carriers. Additional job responsibilities will include, but are not limited to:

• Develop knowledge of various departments and company initiatives to support agents effectively.
• Manage a high volume of agent interactions via email and phone
• Utilize available resources to continuously expand subject matter knowledge in support of our agents and agency heads.
• Manage escalations, provide timely and appropriate solutions, and follow up to ensure complete resolution and closure.
• Build relationships with agents and agency partners to gain their confidence.
• Proactively identify and execute opportunities to strengthen and expand agent relationships.
• Document insurance producer interactions, update and maintain producer accounts.
• Develop and generate management reports as needed.
• Other duties as assigned by manager.

Required Experience/Skills

• Knowledge of/experience with insurance products, including Medicare, Medicare Supplement, Health, and Life.
• Ability to research and take initiative to work independently.
• Critical thinking skills.
• Problem solving.
• Ability to quickly build rapport and develop sustained long-term relationships.
• Ability to multitask and be autonomous.
• World-class customer service skills with an unwavering commitment to exceeding expectations.
• Meticulous attention to detail and follow-through.
• Ability to communicate clearly and professionally, both written and verbally.
• Excellent listening skills.
• Ability to quickly learn proprietary software programs.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams, etc.)
• Ability to adapt and engage with a diverse agent and client base.

Preferred Experience/Skills

• Life insurance experience is highly preferred.

Compensation Hourly position with occasional overtime required as needed to meet workload and critical deadlines. Annual total compensation range of $57,000 – $ 64,000 which includes a profit-sharing target of 10% of base compensation paid. Actual profit sharing amount paid is based on the company’s financial performance and individual’s contribution to company’s success.

Competitive Benefits Package

Health and life insurance, dental, vision, critical illness, short and long-term disability, 401(k) with an employer contribution of 8% of total compensation (3% safe harbor and 5% profit sharing). Messer contributes to your 401(k) even if you don’t. Messer offers 30 PTO days per year (+/- depending on the year), including vacation, paid holidays, and sick time. Our office is professional, comfortable, and pet friendly!

Since 2014, MESSER Financial Group has been ranked #1 by The Charlotte Business Journal as the area’s largest Independent Insurance Brokerage. If you want to be part of a successful and fast-growing company known for its commitment to its agents and employees, this could be the place for you. Apply today and join a winning team!

Candidates for this position must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Insurance: 2 years (Required)
• Microsoft Excel: 2 years (Required)
• Customer support: 2 years (Required)
• Medicare: 2 years (Required)

Language:

• Spanish (Required)

Work Location: In person