Hybrid Support Specialist – InsurTech & Tech Solutions

Opsfi; California City (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

OpsFi, a boutique accounting and advisory firm, is hiring a Support Representative for its InsurTech client in the United States. The role is hybrid and full-time, integrating into our customer support workflows and collaborating with global teams.

You will handle inquiries via phone, email and live chat, troubleshoot issues, manage tickets, and escalate complex cases to product or engineering. Ideal candidates have 3–5 years in FinTech/InsurTech customer support and strong communication.

Qualifications

• 3-5 years of experience in customer support, technical helpdesk, or client services in InsurTech/FinTech or financial SaaS.
• Exceptional verbal and written communication with empathetic phone manner.
• Proficiency with modern customer support platforms and ticketing tools.
• Analytical mindset to troubleshoot issues and adapt to evolving workflows.

Responsibilities

• Serve as the primary contact for customers via phone, email, and live chat.
• Resolve inquiries, diagnose issues, and ensure a seamless user experience.
• Maintain accurate records of all interactions and manage tickets to resolution.
• Escalate complex bugs or high-level account issues to product or engineering teams.
• Help build and update internal troubleshooting guides and FAQs.

Skills

Customer support

Call handling

Ticket management

Cross-functional escalation

Communication skills

Tools

Zendesk

Salesforce Service Cloud

Intercom

HubSpot

Job description

OpsFi, a boutique accounting and advisory firm, is hiring a Support Representative for its InsurTech client in the United States. The role is hybrid and full-time, integrating into our customer support workflows and collaborating with global teams.

You will handle inquiries via phone, email and live chat, troubleshoot issues, manage tickets, and escalate complex cases to product or engineering. Ideal candidates have 3–5 years in FinTech/InsurTech customer support and strong communication.