Client Support Specialist- Life Insurance

Customer SupportCustomer SupportFull TimeRemote

Location

United States

Posted

15 days ago

Salary

Not specified

No structured requirement data.

Job Description

This is a great opportunity to build and grow responsibility over time with a fast-growing organization, while working cross functionally and gaining experience in multiple areas. This role is client-facing, working to grow our field support function by supporting life insurance sales through agents and their carriers across the United States. Aid in responding to and resolving inquiries from our partners Support, communicate with, and assist clients while responding to queries and software issues Efficiently resolve incoming customer issues via live chat and tickets in an empathetic manner

Job Requirements

  • Minimum 2 years of client support experience
  • Experience with life insurance
  • Experience managing a high level of chat volume and emails
  • Strong time management skills and prioritization based on urgency and business need
  • Ability to problem solve and multitask
  • Excellent writing ability
  • Ability to work in a fast-paced changing environment
  • Ability to provide prompt, accurate and friendly customer service
  • Manage inbound support requests regarding technical questions and life insurance application questions within our SLA time frame
  • Verify new customers' coverage and answer questions from the agent or producer regarding the application journey and process
  • Present policyholders with proof of insurance paperwork
  • Recognize patterns in inquiries for documentation and improvement
  • Identify knowledge gaps and work with your manager to improve processes and grow the department
  • Address agent escalations and carrier requests
  • Support our development team in launching new insurance products as well as updates to our existing insurance platform by testing new products and functionalities

Benefits

  • Competitive salary with equity options
  • Robust health, dental, and vision benefits for employee and dependents
  • 401k matching contributions
  • Generous PTO policy
  • Provided work-from-home equipment
  • Work at a supportive and fast-growing startup with a fantastic team
  • Environment to learn from other team members, grow a business from the ground up
  • Support in developing your skills and accelerating your career quickly
  • Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need

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