Client Support Specialist – Life Insurance
Afficiency
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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About the role
- 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.
Requirements
- Minimum 2 years of client support experience
- Experience with life insurance
- Experience managing a high level of chat volume and emails
- Strong time management skills and prioritization based on urgency and business need
- Ability to problem solve and multitask
- Excellent writing ability
- Ability to work in a fast-paced changing environment
- Ability to provide prompt, accurate and friendly customer service
Benefits
- Competitive salary with equity options
- Robust health, dental, and vision benefits for employee and dependents
- 401k matching contributions
- Generous PTO policy
- Provided work-from-home equipment
- Support in developing your skills and accelerating your career quickly.
- Opportunity to make an impact in the lives of tens of millions of consumers
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client supportlife insuranceproblem solvingmultitaskingtime managementwriting
Soft Skills
customer serviceprioritizationadaptabilitycommunication