Client Support Specialist – Life Insurance

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

📋 Description

• Oversee incoming support inquiries related to technical issues and life insurance application queries within the agreed SLA timeframe.

• Confirm coverage for new clients and respond to agents or producers regarding the application process and journey.

• Provide policyholders with necessary proof of insurance documentation.

• Identify trends in inquiries for documentation and improvement purposes.

• Detect knowledge gaps and collaborate with management to enhance processes and expand the department.

• Handle escalated agent concerns and requests from carriers.

• Assist the development team in the rollout of new insurance products and updates to the existing insurance platform by testing new features and functionalities.

• Address and resolve inquiries from partners, customer issues, and software concerns through live chat and support tickets.

• Facilitate life insurance sales through agents and carriers throughout the United States.

⛳️ Requirements

• At least 2 years of experience in client support.

• Familiarity with life insurance products.

• Proven track record in managing a high volume of chat communications and emails.

• Strong skills in time management and prioritization based on urgency and business needs.

• Capable of problem-solving and multitasking effectively.

• Excellent written communication skills.

• Ability to thrive in a fast-paced and dynamic environment.

• Committed to delivering prompt, accurate, and friendly customer service.

• Possess technical expertise.

• Must reside in the United States; applicants from California are not eligible.

• Availability for a salaried position of 40 hours per week.

🏝️ Benefits

• Competitive salary with equity options.

• Comprehensive health, dental, and vision benefits for employees and their dependents.

• 401k matching contributions.

• Generous paid time off policy.

• Equipment provided for remote work.

• Opportunities for skill development and rapid career advancement.

• Chance to make a meaningful impact in the lives of millions of consumers.