Client Support Specialist – Life Insurance

Afficiency

Client Support Specialist supporting digital life insurance sales for Afficiency, a NYC Insurtech startup. Resolving partner inquiries, application questions, and software issues while testing insurance platform updates.

Posted 8/6/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client support within the life insurance sector, effectively managing inquiries and providing exceptional customer service while collaborating with development teams to enhance product offerings.

Highest-signal resume keywords

Client Support ExperienceLife Insurance KnowledgeTime Management SkillsProblem Solving AbilityTechnical Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Writing AbilityMultitaskingFriendly Customer Service

Industry Keywords

Inbound Support RequestsApplication ProcessProof of InsuranceInquiry PatternsAgent EscalationsInsurance ProductsLive Chat SupportCustomer IssuesSLA Time FrameHigh Volume Management

About the role

Key responsibilities & impact

Manage inbound support requests regarding technical questions and life insurance application questions within the SLA time frame
Verify new customers' coverage and answer agent or producer questions regarding the application journey and process
Present policyholders with proof of insurance paperwork
Recognize inquiry patterns for documentation and improvement
Identify knowledge gaps and work with the manager to improve processes and grow the department
Address agent escalations and carrier requests
Support the development team in launching new insurance products and updating the existing insurance platform by testing new products and functionalities
Respond to and resolve partner inquiries, customer issues, and software issues via live chat and tickets
Support life insurance sales through agents and carriers across the United States

Requirements

What you’ll need

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
Technical expertise
Must be located in the United States; California applicants are not eligible
Salaried, 40-hour-per-week availability

Benefits

Comp & perks

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