Full-Time Client Support Specialist- Life Insurance

Get in on the ground floor of a dynamic support team! This is a great opportunity to build and grow responsibility over time of a fast-growing organization, while working cross functionally and gaining experience in multiple areas. This is a newly established position to create and grow our field support function, supporting life insurance sales by agents and brokers in 50 states.

As a member of the team, you will aid in responding to and resolving inquiries from our distribution partners. You will play an important role in supporting, communicating with, and assisting clients while responding to queries and software issues.

Our ideal candidate has a self-starter mentality and can efficiently resolve incoming customer issues via phone and email. To succeed in this role, you should be a cross between a client support representative, operational leader, and have technical expertise.

This would be a salaried, 40-hour per week position.

Work Arrangement: Remote (Must be in the United States)

Responsibilities

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame
• Demonstrate accuracy in processing client policy modifications based on the data given
• Verify new customers coverage and present policyholders with proof of insurance paperwork
• Responsible for building and maintaining strong business relationships with brokers on the key accounts to meet or exceed established sales goals and objectives for your assigned area(s) of Internal responsibility.
• Initiates and follows up on more complex chats/tickets to increase resolutions regarding your assigned area(s) of responsibility.
• Recognize patterns in inquires 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

What We’re Looking For

• Minimum 1 year of client support experience
• Must have Life Insurance Experience
• Multi-tasking with ease
• Live chat experience
• 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 have grit
• Excellent writing ability
• Ability to work in a fast-paced changing environment
• Ability to provide prompt, accurate and friendly customer service

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