An Insurance Support Assistant is an entry level insurance operations position, which provides support to an insurance brokerage general agency. This position allows new employees to become acquainted with the insurance industry and our company culture.


  • Order APS (Attending Physician Statements)
  • Application preparation
  • Maintain current applications on file
  • Schedule client appointments for medical exams (labs)
  • Review insurance holdings in our CRM (SalesForce) for accuracy
  • Enter new insurance policies into our CRM (SalesForce)
  • Process insurance policy updates into our CRM (SalesForce)
  • Scanning client statements
  • Process inforce policy service requests
  • Create advisor online access for carrier websites
  • Handle miscellaneous activities as they arise


  • Must coordinate multiple tasks and priorities in a fast-paced environment
  • Must allow for flexible work schedule when experiencing high volumes
  • Must be able to work with a team of people to accomplish a common goal
  • Must have outstanding customer service skills
  • Sets goals and strives to obtain them

Skills and Experience:

  • Knowledge of insurance products/industry: Preferred
  • Product Experience (Term, VUL, Individual Disability, Buy/Sell, Overhead Expense): Preferred
  • Education level: Associates/Bachelors Degree: Preferred
  • Must have excellent verbal and written communication skills
  • Must have very high training retention and quick learner
  • Must have high attention to detail with good organizational and problem solving skills
  • Must maintain confidentiality of information
  • Must have proficiency with Microsoft Office Software

Licenses (preferred)

  • Life and Health


  • Monday – Friday (8 am – 5 pm) – Standard Schedule
  • Monday – Friday (7 am – 6 pm) – Ultimate/Flex Hours

Apply by emailing an attached cover letter and résumé to: