Client Support Specialist Life Insurance

Afficiency; Traverse City (MI); Remote; USD 50,000 - 58,000; Full time

Job summary

A leading company in the life insurance sector seeks a client support representative to join their dynamic support team. This fully remote role involves managing inquiries, providing customer service, and supporting life insurance sales through agents. The ideal candidate will have life insurance experience and strong communication skills, with opportunities for career development in a fast-growing environment.

Benefits

Health, dental, and vision benefits

401k matching

Generous PTO policy

Work-from-home equipment provided

Opportunities for career development

Qualifications

• Must have Life Insurance Experience.
• Minimum 1 year of client support experience.
• Ability to work in a fast-paced, changing environment.

Responsibilities

• Manage inbound support requests regarding technical and life insurance application questions.
• Communicate effective solutions accurately to clients.
• Build and maintain strong relationships with distributors and carriers.

Skills

Problem-solving

Time management

Written communication

Multitasking

Customer service

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 United 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 with technical expertise. This position is salaried, 40 hours per week, and involves working with 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:

• Must have Life Insurance Experience
• Minimum 1 year of client support experience
• Multi-tasking with ease
• Live chat experience
• Experience managing a high volume of chat and email support
• Strong time management and prioritization skills
• Problem-solving ability and grit
• Excellent writing skills
• Ability to work in a fast-paced, changing environment
• Provide prompt, accurate, and friendly customer service

Responsibilities

• Manage inbound support requests regarding technical and life insurance application questions within SLA
• Address agent escalations and carrier requests
• Communicate effective solutions accurately to clients
• Build and maintain strong relationships with distributors and carriers
• Escalate complex tickets for resolution while maintaining high support quality
• Recognize inquiry patterns for documentation and process improvement
• Identify knowledge gaps and collaborate on process improvements
• Support the development team with new product launches and platform updates

What We’re Looking For

• Life Insurance Experience
• At least 1 year of client support experience
• Ability to multitask effectively
• Experience with live chat support
• Managing high chat volume and emails
• Strong time management and prioritization skills
• Problem-solving skills and resilience
• Excellent written communication
• Adaptability to a fast-paced environment
• Prompt, friendly, and accurate customer service skills

Additional Information

What We Offer

• Fully remote work environment
• Competitive salary with equity options
• Health, dental, and vision benefits
• 401k matching
• Generous PTO policy
• Work-from-home equipment provided
• Supportive, fast-growing team environment
• Opportunities for career development and learning
• Impactful role supporting millions of consumers and families

Salary

$50,000-58,000 annually

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