Client Support Specialist- Life Insurance

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

Job summary

Join a rapidly growing Insurtech startup dedicated to revolutionizing life insurance. As a Client Support Specialist, you'll play a pivotal role in providing exceptional support to agents and brokers across the U.S. This fully remote position offers a unique opportunity to grow within a dynamic team while ensuring clients receive accurate and timely assistance. With a competitive salary and generous benefits, this role is perfect for individuals who are passionate about customer service and eager to make a meaningful impact in a fast-paced environment.

Benefits

Health, Dental, and Vision Benefits

401k Matching Contributions

Generous PTO Policy

Work-from-home Equipment Stipend

Opportunities for Skill Development

Supportive Startup Environment

Qualifications

• Minimum 1 year of client support experience in life insurance.
• Strong multitasking and excellent written communication skills.

Responsibilities

• Manage inbound support requests regarding technical questions.
• Build and maintain strong relationships with brokers on key accounts.

Skills

Client Support Experience

Multitasking

Time Management

Written Communication

Customer Service Skills

Job description

Client Support Specialist- Life Insurance

Company Description
Afficiency is a rapidly growing Insurtech startup whose mission is to provide life insurance to everyone on the platforms they already trust. Located in NYC, we design life insurance products that can be purchased entirely digitally and can be easily embedded into distribution platforms or with agents who sell insurance. The company is experiencing exponential growth and is well-funded. We are looking for new team members to join us on our journey to shake up the life insurance industry. We need individuals who bring passion, curiosity, and a desire for excellence.

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 of a fast-growing organization, while working cross-functionally and gaining experience in multiple areas. This is a newly established position to create and grow our field support function, supporting life insurance sales by agents and brokers in 50 states. As a member of the team, you will aid in responding to and resolving inquiries from our distribution 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 phone and email. To succeed in this role, you should be a mix between a client support representative, operational leader, and possess technical expertise. This position is salaried, 40 hours per week, and remote (must be in the United States).

Responsibilities

1. Manage inbound support requests regarding technical questions and life insurance application questions within our SLA time frame.
2. Demonstrate accuracy in processing client policy modifications based on provided data.
3. Verify new customers' coverage and present policyholders with proof of insurance paperwork.
4. Build and maintain strong relationships with brokers on key accounts to meet or exceed sales goals.
5. Follow up on complex chats/tickets to increase resolution rates.
6. Recognize patterns in inquiries for documentation and process improvements.
7. Identify knowledge gaps and collaborate with your manager to improve processes.
8. Address agent escalations and carrier requests.
9. Support the development team in launching new insurance products and platform updates.

Qualifications

• Minimum 1 year of client support experience, specifically in life insurance.
• Experience managing high chat volume and emails.
• Strong multitasking and time management skills.
• Excellent written communication skills.
• Ability to work in a fast-paced, changing environment.
• Prompt, friendly, and accurate customer service skills.

What We Offer

• Fully remote work environment.
• Competitive salary with equity options.
• Health, dental, and vision benefits for employees and dependents.
• 401k matching contributions.
• Generous PTO policy.
• Work-from-home equipment stipend.
• Supportive, fast-growing startup environment.
• Opportunities for skill development and career growth.
• Impactful work helping millions of consumers.

Salary
$50,000 - $58,000 annually.

Afficiency is an Equal Opportunity Employer. All information is confidential per EEO guidelines.