Operations Support Specialist

Our Operations Team is expanding to support current and planned growth. We are looking for a motivated individual to join our team as an Operations Support Specialist working in our Glastonbury, CT location. You will work with internal and external clients, providing administrative support to our sales, service, and operations teams. Our ideal candidate will have entry-level experience working in a fast-paced environment, preferably in a client service role or office environment. If you are someone who enjoys interacting with people and helping solve problems, we look forward to talking with you further about this role.

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

You?ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.

Primary Job Responsibilities

• Scan, copy, and collate information and documents as needed.
• Issue, print, and mail certificates of insurance.
• Update client information in the agency management system as requested.
• Create and format letters using appropriate format, using a variety of business tools.
• Utilize agency management system for daily activities, documentation and other duties as assigned.
• Work on projects and other work as assigned.
• Participate in internal training and learning and development sessions.
• Assist with activities and projects as part of the company acquisition process.
• Review, update, and develop processes and workflows as needed.
• Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience.
• Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
• Reviewing and editing information within our agency management system, Applied Epic, when necessary.
• Ultimately, our ideal candidate will believe in Smith Brothers? purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders.

Desired Skills

• Ability to plan, organize, and prioritize time and competing priorities to reach objectives and meet deadlines.
• Ability to make independent decisions, research/analyze problems and develop solutions that will provide outstanding client experience and support our team goals.
• Effective client service skills and an understanding of how to utilize resources to meet internal and external client needs.
• Strong listening and professional and effective communication skills to uncover client needs.
• Strong organizational skills and attention to detail.
• Ability to learn and utilize an agency management system and other technology essential for the job function.
• Ability to work collaboratively and effectively with team to build trust and enhance team productivity and performance.
• Comfortable communicating with all stakeholders at various levels.
• Ability to multi-task and adjust to shifting priorities.
• Flexibility to take on additional responsibilities and projects as needed.
• Strong work ethic, tolerance for ambiguity, and demonstrated resilience and grit to overcome hurdles.
• Team player who consistently defaults to good.
• Ability to set and achieve goals.
• Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
• Proficient in Microsoft Office, including Outlook, Word, and Excel.

Qualifications

• Minimum of six-months to one year of client facing and/or client service experience.
• Associate or bachelor degree preferred.
• Experience following procedures and workflows with a focus on client experience.
• Previous experience working in a team environment and establishing positive working relationships.
• Commitment to continuous process improvement and team development.

General Working Conditions

• Fast paced office environment with significant telephone and in person activity.
• Ability to view computer monitors for extended periods of time.

Why Smith Brothers Insurance We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun ? leading to individual fulfillment through group achievement.

Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities.