Client Success Specialist — Insurance Tech Platform

AgencyBloc; Cedar Falls (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

AgencyBloc is seeking a Client Support Specialist to assist customers with our life and health insurance platform. You will handle inquiries via phone, email, video and live chat, troubleshoot issues, and guide clients through workflows to maximize adoption.

The ideal candidate has 3+ years in software support or the life and health insurance industry, strong communication, and a customer-first mindset. Working hours are 8:00 AM – 5:00 PM CT, Monday–Friday.

Qualifications

• 3+ years of experience in software support or the life and health insurance industry.
• Strong communication and problem-solving skills with a customer-first mindset.
• Comfortable working with technology and quickly learning new tools.
• Proficient in Google Suite and Microsoft Office.
• Detail-oriented with the ability to prioritize multiple tasks effectively.

Responsibilities

• Serve as a product expert on AgencyBloc’s suite of products and guide clients.
• Enhance client relationships by delivering engaging, solution-oriented support.
• Provide troubleshooting assistance and brief training sessions via web meetings, phone, live chat, video and email.
• Respond to client inquiries promptly and coordinate with internal teams when needed.
• Help clients overcome adoption barriers and fully utilize product features.
• Meet or exceed department metrics for client satisfaction and revenue impact.
• Provide feedback to improve processes and efficiency.
• Participate in weekly team meetings and 1-on-1s with Manager and Director.

Skills

Customer-focused

Strong communication

Problem-solving

Learning agility

Team collaboration

Tools

Google Suite

Microsoft Office

Job description

AgencyBloc is seeking a Client Support Specialist to assist customers with our life and health insurance platform. You will handle inquiries via phone, email, video and live chat, troubleshoot issues, and guide clients through workflows to maximize adoption.

The ideal candidate has 3+ years in software support or the life and health insurance industry, strong communication, and a customer-first mindset. Working hours are 8:00 AM – 5:00 PM CT, Monday–Friday.