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Client Support Representative I

2 months ago

Denver, Colorado, United States Vertafore Full time
Job Overview

Compensation: $45,000 + VIP Bonus


Vertafore stands at the forefront of technology innovation within the insurance sector. Our comprehensive range of software solutions empowers clients to enhance their operational efficiency, reduce costs, and cultivate robust relationships.

Our core mission is to propel the InsurTech landscape forward by prioritizing human connections in the industry. We are committed to leading through product advancements, strategic technology partnerships, and a steadfast focus on customer satisfaction.

We foster a dynamic and collaborative workplace that encourages creativity, critical thinking, and mutual growth, enhancing both our solutions and our teams.

Vertafore operates in a Flexible First environment, allowing team members to work remotely while utilizing our offices for collaboration and community-building. Occasional office visits or travel may be required for specific business needs, depending on job responsibilities.

Position Summary

As a Client Support Representative I at Vertafore, your primary focus will be on delivering exceptional customer service by identifying and resolving fundamental client issues related to our software products. You will document case resolutions and be eager to enhance your troubleshooting skills across various software, network, database, and operating system platforms in an inbound support setting. Your efforts will directly influence our clients' productivity and operational management.

Key Responsibilities:
  • Demonstrate foundational product knowledge while adhering to established procedures to resolve client inquiries.
  • Manage inbound communications, including calls, chats, emails, and support cases.
  • Educate clients on issues and guide them on self-service options for future occurrences.
  • Utilize knowledge gained from training and daily operations to address client needs effectively.
  • Track problems to identify trends or recurring issues.
  • Collaborate with internal teams to facilitate problem resolution.
  • Assist colleagues in performing similar support tasks.

If you possess skills in the following areas or are eager to learn, we encourage you to express your interest:

  • SQL
  • Windows operating systems and server environments

For those with experience in accounting or bookkeeping, you may find opportunities within our AMS360 Accounting team:

  • Understanding of accounting principles such as journal entries, accounts payable, accounts receivable, and invoicing.
Additional Information:
  • Travel may be required up to 10% of the time.
  • Flexible work-from-home options available.
  • Occasional lifting or moving of items up to 10 pounds.
  • Frequent repetitive hand and arm movements required for computer operation.
  • Specific vision capabilities required for close vision tasks.
  • Regular sitting and/or standing may be necessary.

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