Insurance Specialist - Palm Harbor, FL

Posted 7 Days Ago
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Palm Harbor, FL, USA
In-Office
25-25 Hourly
Entry level
HR Tech • Insurance • Professional Services • Financial Services
The Role
Supports personal and commercial insurance accounts by handling policy changes, endorsements, certificates, renewals, audits, documentation, and client inquiries. Reviews payroll and classification data, collaborates with payroll and benefits teams, assists with proposals and renewal preparation, and maintains accurate agency records. The role requires obtaining a Florida Property and Casualty license within four months, occasional local driving, and ongoing professional development.
Summary Generated by Built In

Description


About Brabo

Brabo Insurance, a proud veteran-owned company, has carved its niche in the industry since 2016. Recognized on the Inc. 5000 list, we support businesses nationwide through Payroll, HRIS, ASO, Benefits, and Insurance services. Our growth is rooted in our 5 Core Values: Quality. Communication. Partnership. Accountability. Growth.

As we continue expanding our Insurance division and our presence in Florida, we are looking for a motivated, growth-minded professional to join our team in Palm Harbor, Florida and build a long-term career in the insurance industry.

Role Overview

This is an entry-level Insurance Specialist position designed for someone looking to build a long-term career in commercial insurance. You will work closely with our licensed producers and service team to support commercial accounts, assist with insurance audits, and collaborate with our Payroll and Benefits divisions to ensure a seamless client experience.

This role starts at $25 per hour, with the expectation that you will obtain the appropriate Florida Property & Casualty insurance license within the first four months of employment, with support provided by Brabo.

This position is primarily office-based with hybrid flexibility but does require a small amount of local driving using your personal vehicle for occasional business needs, such as visiting the post office or DMV, delivering or retrieving documents, or meeting with certain local clients.

Compensation
  • Starting Pay: $25.00 per hour
  • Full-time, permanent position
  • Growth path into licensed account management and production roles
Primary ResponsibilitiesClient & Policy Support
  • Assist with servicing personal and commercial insurance accounts
  • Support policy changes, endorsements, certificates, remarketing, and renewals
  • Respond to client inquiries in a timely and professional manner
  • Maintain accurate documentation in our agency management system
Insurance Audit Support
  • Assist clients with workers’ compensation and general liability audits
  • Gather required documentation, including payroll records and classification data
  • Work closely with carriers to reconcile and finalize audits
  • Communicate audit results clearly to clients
Payroll & Cross-Division Collaboration
  • Pull and review payroll reports to support insurance audits and underwriting
  • Partner with Brabo’s Payroll and Benefits teams for clients utilizing multiple services
  • Ensure consistency of employee data across payroll, benefits, and insurance platforms
  • Identify opportunities where coordination between divisions improves client outcomes
Administrative & Growth Responsibilities
  • Maintain organized client files and documentation
  • Support the sales team with proposals and renewal preparation
  • Participate in ongoing training and professional development
  • Obtain the appropriate Florida Property & Casualty insurance license within the first four months of employment
  • Assist with occasional local business errands and client needs, including trips to the post office, DMV, and other local businesses or government offices
  • Attend occasional in-person meetings or visits with local clients as business needs require
  • Perform other duties as assigned to support the Insurance division and Brabo’s continued growth
Qualifications
  • Strong communication and organizational skills
  • High attention to detail
  • Comfortable working with numbers and reports; payroll exposure is a plus
  • Ability to manage multiple tasks and deadlines
  • Proficient in Microsoft Office; Excel experience preferred
  • Prior experience in insurance, payroll, or customer service is helpful but not required
  • Willingness to study for and obtain the appropriate Florida Property & Casualty insurance license within four months
  • Ability and willingness to occasionally travel locally for business-related errands and client visits
  • Valid driver’s license and reliable access to a personal vehicle for occasional business use required
Why Choose Brabo?
  • Competitive starting hourly compensation
  • Clear career growth path within insurance
  • Licensing support and mentorship
  • 401(k) with company match
  • Health, dental, and vision insurance
  • Paid time off and parental leave
  • Collaborative, cross-functional team environment
  • Hybrid remote flexibility
Position Details
  • Location: Palm Harbor, Florida
  • Job Type: Full-Time, Permanent
  • Schedule: Monday–Friday
  • Work Setting: Hybrid (Palm Harbor, FL office + remote flexibility)
  • Local Travel: Limited local travel using a personal vehicle is required for occasional business errands and client visits

Skills Required

  • Strong communication and organizational skills
  • High attention to detail
  • Comfortable working with numbers and reports
  • Ability to manage multiple tasks and deadlines
  • Proficiency in Microsoft Office
  • Microsoft Excel experience
  • Prior experience in insurance, payroll, or customer service
  • Willingness to study for and obtain the appropriate Florida Property and Casualty insurance license within four months
  • Ability and willingness to travel locally for business errands and client visits
  • Valid driver's license
  • Reliable access to a personal vehicle for occasional business use
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The Company
HQ: Plymouth, MA
20 Employees
Year Founded: 2016

What We Do

Brabo Payroll is a veteran-founded payroll and HR services firm based in Plymouth, Massachusetts. The company provides concierge and mass payroll processing, employee benefits brokerage, HR consulting and insurance solutions to scaling businesses across the U.S., integrating payroll with benefits and HRIS to help clients stay compliant and streamline HR and payroll operations.

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