About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance (Sales).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Our confidential client’s Emerging Insurance Professionals Program hires entry-level team members to help the agency deliver excellent service while learning the insurance business. As a Business Support Specialist you will:

• Access and navigate carrier portals to obtain policy documents, order loss runs, and research billing inquiries
• Issue, print, and mail certificates of insurance
• Update client records in the agency management system and document daily activities
• Assist Account Managers with renewal steps and basic policy checks
• Scan, copy, collate, and manage documents
• Create and format letters and business communications using common office tools
• Participate in internal and carrier training; pursue professional development activities
• Review, update and help improve processes and workflows for efficiency and client experience
• Support assigned projects and perform other duties as needed while maintaining data confidentiality

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What We’re Looking For

You’ll be a strong candidate if you demonstrate:

• Strong client-service orientation and professional communication (verbal and written)
• Ability to make independent decisions and research solutions when issues arise
• Excellent organization, attention to detail, and time-management skills
• Comfort learning and using agency systems, carrier websites, and MS Office
• Ability to work both independently and collaboratively in a fast-paced environment
• Flexibility to shift priorities and take on new responsibilities or projects
• A team-first attitude and strong work ethic with resilience to overcome hurdles
• Commitment to ongoing learning and maintaining industry knowledge

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Qualifications

• Minimum of 1 year of client-facing or customer-service experience
• High school diploma required; Bachelor’s degree preferred
• Experience following documented procedures and workflows
• Prior experience working on teams and building positive working relationships
• Previous insurance agency or carrier experience is a plus but not required

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Working Conditions & Compensation

• Location: Glastonbury, CT (on-site office environment with significant phone and in-person interactions)
• Work style: Fast-paced office; frequent computer use and phone interactions
• Flexible work environment (details to be confirmed by our client)
• Estimated salary: $51,871 per year (estimated)
• Benefits: Our client offers competitive compensation and benefits including medical, dental, vision, short/long-term disability, life insurance, 401(k) with employer match, licensing and continuing education reimbursement, and learning & development opportunities

About our client: The confidential client is an established, independently operated insurance broker focused on long-term relationships and professional development. The Emerging Insurance Professionals Program invests in training, mentoring, and growth—making this role a strong opportunity to launch a career in the insurance agency industry.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.