Client Support Specialist- Life Insurance

Afficiency•New York, NY

7d•$55,000 - $55,000•Remote

About The Position

This is a client-facing role focused on growing the field support function by assisting life insurance sales through agents and their carriers across the United States. The role involves responding to and resolving inquiries from partners, supporting, communicating with, and assisting clients, and addressing software issues. The ideal candidate is a self-starter who can efficiently resolve customer issues via live chat and tickets in an empathetic manner, possessing both life insurance client support experience and technical expertise. This is a salaried, 40-hour per week position within a dynamic team.

Requirements

Minimum 2 years of client support experience
Experience with life insurance
Experience managing a high volume of chat 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
Must be in the United States

Responsibilities

Manage inbound support requests regarding technical questions and life insurance application questions within SLA timeframes.
Verify new customer coverage and answer questions from agents or producers regarding the application journey and process.
Present policyholders with proof of insurance paperwork.
Recognize patterns in inquiries for documentation and improvement.
Identify knowledge gaps and work with management to improve processes and grow the department.
Address agent escalations and carrier requests.
Support the development team in launching new insurance products and updates to the existing insurance platform by testing new products and functionalities.