Client Support Specialist

2 weeks ago

New York, New York, United States Afficiency Full time
Job Title: Client Support Specialist - Life Insurance

We are seeking a highly skilled and motivated Client Support Specialist to join our team at Afficiency, a rapidly growing Insurtech startup. As a Client Support Specialist, you will play a critical role in providing exceptional customer service to our distribution partners and clients, ensuring timely and accurate resolution of inquiries and issues.

Key Responsibilities:
  • Manage and respond to inbound support requests regarding technical questions and life insurance application questions within our Service Level Agreement (SLA) time frame.
  • Demonstrate accuracy in processing client policy modifications based on the data provided.
  • Verify new customers' coverage and present policyholders with proof of insurance paperwork.
  • Build and maintain strong business relationships with brokers on key accounts to meet or exceed established sales goals and objectives.
  • Initiate and follow up on complex chats/tickets to increase resolutions within your assigned area of responsibility.
  • 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 and updates to our existing insurance platform.
Requirements:
  • Minimum 1 year of client support experience.
  • Must have life insurance experience.
  • Multi-tasking with ease.
  • 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.
What We Offer:
  • Fully remote work.
  • Competitive salary with equity options.
  • Robust health, dental, and vision benefits for employees and dependents.
  • 401k matching contributions.
  • Generous PTO policy.
  • Stipend to purchase 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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