Job details

Agency Support Specialist

Get a free resume review

Branch is on a mission to make insurance less expensive, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch has a preference for candidates in Ohio, but is open to candidates located in AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS. MO, NE, NV, NJ, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, and WI.

Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

Branch's Agency Support Team

Our Agency Support Team is committed to make it effortless for Branch's Independent Agents to manage their clientele through assistance via Phone, Chat, and Email. Our Agency Support team lives into Branch's "Roots", embracing our culture and focusing on the importance of getting our agents' backs. Through listening, problem solving, providing guidance for Independent Agents to properly protect themselves through bundling and coverage counseling, as well as setting expectations on any follow-up items, our team works hard to create a lasting positive experience for all Branch agents.

Key Responsibilities

Provide easy and low-effort policy servicing experience to Independent Agents via their preferred method of communication (IB calls, OB calls, Chats or Emails)
Serve as a billing, technical, underwriting and technical support expert
Learn new skills and software to best support agencies
Master multi-tasker
Continually provide feedback to the rest of the Branch team to improve our IA experience
Live into our Root of Pick up the Phone to give a world-class Agency experience
Work in a collaborative, fast-paced environment with a team
Advanced understanding and ability to interpret policy language
Embrace Branch’s culture and focus on the importance of social responsibility.
Everyone at Branch is responsible for meeting legal, economic, and ethical standards.

Skills Knowledge and Expertise

Current Property & Casualty license required.
A High School diploma or GED required.
1-3 years of previous Customer Service experience required.
Ability to prioritize and multitask, including navigating through multiple business applications.
Self-driven and thrives in a remote environment.
Strong interpersonal and communication skills.
Tenacious problem solver.
Experience in a fast-paced contact center environment preferred.
Excellent communication skills that reflect an ability to present and receive. feedback in a positive way.
Working knowledge of Google products, remote collaboration tools (Zoom/Slack).
Follow call flow to ensure efficient and engaging conversations.
Strong desire to connect with people and a track record of strong relationships.

Why join us at Branch?

We’re all about getting back to getting each other’s back—that means Branchers, too. So we provide benefits that let you work and live to your fullest.

Above-market salary—Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
Pay equity and transparency—Our pay isn’t just above market, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
Remote-first (with perks)—Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters and Chicago hub if you’d like to join us in an office.
Flexible YouTime—We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
Employee stock options—You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
Medical, vision, dental—Get all the coverage you need for a healthy, happy life. We’ll also contribute $150 per month to a health savings account (HSA), administered by Branch.
401k and contribution matching—Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify.
If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process.
The process will include a number of interviews, which will all happen either over the phone or on video calls.
We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer – All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Average salary estimate

$62500 / YEARLY (est.)

min

max

$50000K

$75000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Agency Support Specialist, Branch Financial, LLC

Are you ready to be part of a team that is revolutionizing the insurance industry? Join Branch as an Agency Support Specialist in Columbus! At Branch, we're on a mission to make insurance more affordable and accessible for everyone, and we're doing it with the latest data, technology, and automation. In this role, you'll work alongside our dedicated Agency Support Team, ensuring that our Independent Agents receive top-notch assistance through calls, chats, and emails. You'll become a trusted expert in policy servicing, helping agents navigate billing, technical issues, and underwriting inquiries. We're not just about creating a better insurance product; we're also committed to creating an amazing workplace where you can thrive. Branch offers a remote-first culture, so you can work from home while still having the opportunity to connect with your colleagues during our annual office gatherings, like the much-loved 'BranchFest.' If you're enthusiastic about empowering agents and making a difference in their lives, this is the perfect position for you. Plus, with our above-market salaries, flexible benefits, and commitment to social responsibility, Branch truly wants you to succeed both professionally and personally. Join us as we redefine what it means to work in insurance!

Frequently Asked Questions (FAQs) for Agency Support Specialist Role at Branch Financial, LLC

What are the main responsibilities of an Agency Support Specialist at Branch?

As an Agency Support Specialist at Branch, your primary responsibilities will include providing seamless policy servicing to our Independent Agents through their preferred communication methods, whether that’s phone calls, chats, or emails. You will serve as a resource for billing, technical, and underwriting questions, helping agents effectively navigate their inquiries. Additionally, you'll need to prioritize tasks and embrace our culture by collaborating with your team. Your role will involve continuous self-improvement and adapting to new technologies to enhance the overall agent experience.