Afficiency

Customer Support

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame
• Verify new customers coverage and answer questions from the agent or producer regarding the application journey and process
• present policyholders with proof of insurance paperwork
• Recognize patterns in inquires for documentation and improvement
• Identify knowledge gaps and work with your manager to improve processes and grow the department
• Address agent escalations and carrier requests
• Support our development team in launching new insurance products as well as updates to our existing insurance platform by testing new products and functionalities.

Client Support Specialist – Life Insurance