Support Specialist

AgencyBloc; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental and vision benefits

Life insurance

Disability insurance

HSA with generous employer contrib.

401k with company match

PTO & paid holidays

Remote work

Flex time

Job summary

AgencyBloc is seeking a Client Support Specialist to assist customers with questions and challenges related to AgencyBloc's product suite. You will communicate across channels, troubleshoot issues, and deliver training to help clients navigate workflows and best practices for their day-to-day operations.

The ideal candidate has 3+ years in software support or life/health insurance, a customer-first mindset, and comfort with learning new tools.

Qualifications

• 3+ years in software support or life/health insurance industry.
• Strong communication and problem-solving with a customer-first mindset.
• Proficient with Google Workspace and Microsoft Office; comfortable learning new tools.

Responsibilities

• Serve as a product expert on AgencyBloc's suite of products.
• Enhance client relationships by delivering engaging, solution-oriented support.
• Provide troubleshooting assistance and brief training sessions via web meetings, phone, live chat, video and email.
• Respond to client inquiries promptly and professionally; collaborate with internal teams as needed.
• Proactively help clients adopt features and maximize product usage.
• Meet or exceed department metrics for client satisfaction, efficiency, and revenue impact.
• Offer feedback on processes to improve operational efficiency.
• Participate in weekly team meetings and one-on-one meetings with Manager & Director.
• Perform other duties as assigned to support the team and company objectives.

Skills

Customer service

Communication

Problem-solving

Google Suite

Microsoft Office

Attention to detail

Team player

Education

College education preferred

Tools

AgencyBloc

Job description

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits# Support Specialist### Job Snapshot**Location:** Remote**Employee Type:** Full-Time Employee**Industry:** SaaS, Insurance**Manages Others:** No**Job Type:** Client Support**Education:** College Education Preferred but Not Required**Experience:** 3+ Years of experience in software support or the life and health insurance industry**Travel:** Minimal but as Needed### Why You'll Love AgencyBloc**We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success.** This is the culture you'll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients' business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.### Job DescriptionThe **Client Support Specialist** is a frontline role responsible for assisting clients with their questions and challenges related to AgencyBloc's suite of products via phone, email, video, and live chat. This position focuses on delivering exceptional customer support by answering client inquiries, providing troubleshooting assistance.The goal is to equip clients with the tools and information they need to succeed while ensuring a seamless support experience. Success in this role requires experience in the insurance industry, strong communication and problem-solving skills, and the ability to turn every interaction into a positive outcome. The ideal candidate is comfortable learning multiple products and helping clients navigate workflows and best practices that support their day-to-day business operations.**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/Education/Experience:*** 3+ years of experience in software support or the life and health insurance industry. Experience with AgencyBloc is a plus but not required.* 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.* Quick-thinking, adaptable, and resilient, with a positive, collaborative attitude. A self-starter with humble confidence and the ability to communicate across teams for clarity and alignment.* Expected working hours: 8:00 AM - 5:00 PM CT, Monday through Friday.*Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.*-#### More on AgencyBloc:AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include:* Client-centric organization focused on delivering great customer service* Positive, collaborative team environment with coworkers who genuinely care about their work* High level of professionalism in everything we do* Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company*[e-mail] to apply.*## Apply Now## Careers### Current Openings*Our continued growth and success is dependent on having talented people join our team of friendly, collaborative and engaged professionals. New opportunities are posted often and we encourage you to visit our Careers page regularly to stay informed about openings that match your skills and interests.*Member of The Bloc Perks & BenefitsAt AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:* Health insurance* Dental and vision benefits* Life insurance* Disability insurance* HSA with generous employer contributions* Flex spending accounts* 401k with company match* PTO & paid holidays* VTO (volunteer time off)* Family leave* Remote work* Flex time (flexible work schedules)* Half-day Fridays in the summer months