Client Support Specialist, Insurance Software & CRM

eBSI Export Academy; United States; Remote; USD 42,000 - 62,000; Full time

Job summary

AgencyBloc is seeking a Client Support Specialist to assist clients with product-related questions via phone, email, video, and live chat. The role focuses on delivering exceptional customer support and troubleshooting while guiding clients through workflows and best practices.

Ideal candidates have 3+ years in software support or life/health insurance, strong communication, and the ability to learn multiple products quickly.

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 (Docs, Sheets, Gmail, Calendar, etc.) and Microsoft Office (Word, Excel, Outlook, etc.).
• Detail-oriented with the ability to prioritize multiple tasks effectively.
• Motivated by the opportunity to contribute to a fast-moving, entrepreneurial team.

Responsibilities

• Serve as a product expert on AgencyBloc ’s suite of products, understanding how it impacts clients’ businesses and providing clear guidance.
• Enhance client relationships by delivering engaging, solution-oriented support in every interaction.
• Provide troubleshooting assistance and conduct brief training sessions via web meetings, phone calls, live chat, video and email.
• Respond to client inquiries in a timely and professional manner, ensuring their concerns are addressed and collaborating with internal teams when needed.
• Proactively help clients overcome barriers to adoption and ensure they fully utilize the product’s features.
• Meet or exceed department metrics, including goals for client satisfaction, efficiency, and revenue impact.
• Offer feedback and insights on processes and procedures to improve operational efficiency and client experience.
• Actively participate in weekly team meetings and bi-weekly 1-on-1s with your Manager & the Director of Customer Support to stay aligned with goals.
• Perform other duties as assigned to support the team and company objectives.

Skills

Customer support

Insurance knowledge

Excellent communication

Problem solving

Tools

Google Suite

Microsoft Office

Job description

AgencyBloc is seeking a Client Support Specialist to assist clients with product-related questions via phone, email, video, and live chat. The role focuses on delivering exceptional customer support and troubleshooting while guiding clients through workflows and best practices.

Ideal candidates have 3+ years in software support or life/health insurance, strong communication, and the ability to learn multiple products quickly.