Agent Support Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Answer agent inquiries through phone calls, live chats, and emails, delivering precise information and prompt solutions.

• Evaluate and handle carrier appointment requests, ensuring they align with accuracy and carrier compliance standards.

• Engage with carrier representatives to resolve discrepancies, address issues, and monitor the status of appointments.

• Keep detailed records of communications and appointment actions within HubSpot CRM.

• Work collaboratively with internal teams to resolve agent issues and optimize processes.

• Track open inquiries to guarantee timely follow-ups and proactive problem-solving.

• Contribute to the development of support materials, including FAQs and process guides, to aid agents and enhance workflows.

• Maintain a high standard of service excellence by following response time guidelines and ensuring quality interactions.

⛳️ Requirements

• Over 5 years of experience in the insurance sector; insurtech experience is a plus.

• Familiarity with P&C insurance carriers, their appetites, and operational processes.

• An insurance license is preferred but not mandatory.

• Significant experience with databases, reporting, and tracking systems.

• Proficient in MS Office (especially Excel) and Google Suite.

• Exceptional written and verbal communication skills.

• Strong organizational abilities and meticulous attention to detail.

• Capability to juggle multiple priorities in a dynamic work environment.

🏝️ Benefits

• A variety of medical plans available and fully employer-covered dental; vision plans for team members and their families.

• A 401(k) retirement plan, short- and long-term disability coverage, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).

• Work-From-Home Stipend – Employer-supplied WFH equipment along with an $85 monthly stipend to facilitate your success.

• Equity — This role is eligible for equity compensation.

• Training and Career Advancement — Opportunities for training and internal career development.

• Flexible Time Off — You determine when and how to recharge.