Contract Licensed Support Agent

Forbes Advisor

Contract Licensed Support Agent managing day-to-day customer service for insurance clients at Forbes Advisor. Expected to leverage expertise for exceptional customer experience.

Posted 6/6/2026contractRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

technical supportcustomer serviceprocess improvementdata integrityproject managementautomated solutionscustomer feedback analysisknowledge base creation

Soft Skills

verbal communicationwritten communicationanalytical abilitiesself-motivateddetail-orientedteamworkactive listeningempathyresilienceadaptability

Tools & Technologies

customer relationship management (CRM) systemsZendeskticketing tools

Certifications & Qualifications

Property and Casualty Insurance license

Industry Keywords

insurance productsindustry best practices

About the role

Key responsibilities & impact

Provide top-tier technical support via phone, email, and chat, ensuring prompt and effective resolution of customer inquiries.
Conduct high-level customer service to identify customers' needs and recommend the most suitable products.
Maintain accurate and detailed customer records, documenting interactions and ensuring data integrity.
Assist with process improvement initiatives and implement ideas in a fast-paced, dynamic environment.
Document and manage various ongoing projects and ensure timely completion.
Identify and propose automated solutions to streamline processes, enhancing efficiency and productivity.
Monitor and analyze customer feedback and metrics to identify trends, escalate issues, and propose improvement solutions.
Participate in creating and maintaining knowledge base articles, FAQs, and other customer-facing resources.

Requirements

What you’ll need

Familiarity with insurance products, terminology, and industry best practices.
Exceptional verbal and written communication skills, coupled with strong technical and analytical abilities.
Self-motivated and proactive, with a proven ability to drive progress and foster key relationships.
Highly organized and detail-oriented, with a passion for delivering outstanding customer support.
Positive and perseverant attitude, coupled with a flexible and results-driven approach.
Strong teamwork skills, with the ability to collaborate effectively across various functions and levels.
Proficiency in customer relationship management (CRM) systems, Zendesk, and other ticketing tools.
Excellent active listening and empathy skills, with the ability to understand and address customers' needs effectively.
Ability to maintain composure and professionalism in challenging situations, demonstrating resilience and adaptability.
Commitment to continuous learning and self-education, going beyond provided training to explore and master relevant products.
Must be able to obtain a Property and Casualty Insurance license, and pass a background check with fingerprinting.

Benefits

Comp & perks

Equal employment opportunities
Prohibits discrimination and harassment without regard to various characteristics