Client Support Specialist Life Insurance

Afficiency; New York (NY); Remote; USD 50,000 - 58,000; Full time

Job summary

A growing support organization in New York is seeking a Life Insurance Client Support Representative to manage technical inquiries and support agents across the United States. The ideal candidate should have at least 1 year of customer support experience, strong communication skills, and the ability to work remotely. This position offers a competitive salary, benefits, and opportunities for career development.

Benefits

Competitive salary with equity options

Robust health, dental, and vision benefits

401k matching contributions

Generous PTO policy

Provided work-from-home equipment

Qualifications

• Must have Life Insurance Experience.
• Minimum 1 year of client support experience.
• Ability to provide prompt, accurate and friendly customer service.

Responsibilities

• Manage inbound support requests regarding technical and life insurance application questions.
• Address agent escalations and carrier requests.
• Build and maintain strong business relationships.

Skills

Client support experience

Life insurance knowledge

Multi-tasking

Live chat experience

Time management skills

Problem solving

Excellent writing ability

Job description

Job Description

Get in on the ground floor of a dynamic support team! This is a great opportunity to build and grow responsibility over time with a fast-growing organization, while working cross functionally and gaining experience in multiple areas. This role is client-facing, working to grow our field support function by supporting life insurance sales through agents and their carriers across the Unites States. As a member of this key team, you will aid in responding to and resolving inquiries from our partners. You will play an important role in supporting, communicating with, and assisting clients while responding to queries and software issues. Our ideal candidate has a self-starter mentality and can efficiently resolve incoming customer issues via live chat and tickets in an empathetic manner. To succeed in this role, you should be a seasoned life insurance client support representative and have technical expertise. This would be a salaried, 40-hour per week position surrounded by a dynamic team.

Work Arrangement: Remote (Must be in the United States)

*If your application stands out, a member of the Afficiency hiring team will contact you to arrange next steps, via LinkedIn, SmartRecruiter or from an afficiency.com email address. Please be aware of phishing attempts and scam emails. We will not request an interview via text-based communication and ask you to register via the Microsoft Teams website.

Qualifications:
Qualifications

Responsibilities

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame
• Address agent escalations and carrier requests
• Demonstrate accuracy in communicating effective solutions to our clients based on the data given
• Responsible for building and maintaining strong business relationships with key members of our distributors and carriers
• Initiates escalation on more complex tickets to produce resolutions, continuing to provide the highest level of client support
• Recognize patterns in inquiries for documentation and improvement
• Identify knowledge gaps and work with your manager to improve processes and grow the department
• Support our development team in launching new insurance products as well as updates to our existing insurance platform

What We’re Looking For

• Must have Life Insurance Experience
• Minimum 1 year of client support experience
• Multi-tasking with ease
• Live chat experience
• 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

Additional Information

What We Offer

• Fully remote work
• Competitive salary with equity options
• Robust health, dental, and vision benefits
• 401k matching contributions
• Generous PTO policy
• Provided work-from-home equipment
• Work at a supportive and fast-growing company with a fantastic team
• Environment to learn from other team members and support in career development
• Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need

Salary

$50,000-58,000 annually.

Afficiency is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.