Support Specialist

Support Specialist

The Support Specialist provides administrative, operational, and customer service support to insurance agents, carrier partners, and internal staff. This position is responsible for assisting agents with certifications, enrollments, product information, compliance requirements, commission inquiries, and general sales support activities. The ideal candidate is detail-oriented, professional, and capable of managing multiple priorities in a fast-paced environment.

Essential Duties and Responsibilities

• Provide inbound and outbound support to agents regarding certifications, enrollments, and service-related issues.
• Follow up with insurance carriers regarding application and enrollment status.
• Respond to emails from agents, carriers, and internal departments in a timely and professional manner.
• Maintain general knowledge of Medicare products and provide product information and rate quotes.
• Learn and adhere to HIPAA, LIMRA, CMS, and other compliance requirements.
• Notify agents of certifications, webinars, training sessions, and other important updates.
• Coordinate and track agent certification progress.
• Maintain knowledge of company websites, online enrollment tools, and internal databases.
• Order and manage office and agent supplies.
• Support agent inquiries related to commissions and payments.
• Maintain accurate records and assist with reporting and administrative tasks.
• Perform other duties as assigned.

Qualifications

Required:

• High School Diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency in Microsoft Outlook, Excel, and Word.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Bilingual (English/Spanish) is required. Candidates must be fluent in both English and Spanish, with the ability to communicate effectively—both verbally and in writing—with clients and agents.

Preferred:

• Experience/knowledge in Medicare, health insurance, or financial services.
• Associate degree in Business, Accounting, Finance, or a related field.

Key Competencies

• Professional and articulate communication
• Customer Service Orientation
• Attention to detail and accuracy
• Problem-solving skills
• Ability to manage multiple priorities
• Strong work ethic and reliability
• Quick learner with a positive attitude