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Everdays - Southfield, MI
posted 2 months ago
About the position
The Customer Support Specialist at Everdays Inc. plays a crucial role in supporting the Sales and Service team as well as the network of independent insurance agents. This position focuses on fostering positive relationships with agents, addressing their inquiries, and ensuring their satisfaction with the Everdays planning and insurance platform. The specialist is key in driving agent loyalty, enhancing policy sales, and creating an exceptional support experience for agents.
Responsibilities
- Build and nurture strong relationships with agents to increase retention and loyalty to Everdays.
- Maintain consistent, prompt communication with agents, addressing their needs and resolving inquiries to support policy sales.
- Manage essential documentation for newly onboarded agents, ensuring accuracy and adherence to Everdays' standards.
- Become a knowledgeable product expert on Everdays' life insurance offerings to assist agents and consumers with questions, product comparisons, and selection guidance.
- Utilize various platforms, including Intercom, HubSpot, Microsoft Outlook and Teams, to handle daily conversations and correspondence with agents.
- Serve as a proactive problem solver, addressing agent concerns and finding effective solutions to improve the agent experience.
Requirements
- 2+ years of experience in a sales or customer success role, ideally within insurance or financial services.
- Proficient computer skills and tech-savviness, with the ability to quickly learn new software, troubleshoot issues, and adapt to evolving digital tools and platforms.
- Strong communication skills, both written and verbal, to provide clear and professional responses to agents and internal teams.
- Ability to efficiently manage multiple agent inquiries, tasks, and responsibilities with a high level of organization and attention to detail.
- Exemplary professionalism in all interactions, whether by phone, in writing, or in person.
Nice-to-haves
- Licensed as a life insurance producer or willingness to obtain it.
- College degree or equivalent experience.
- Familiarity with the Microsoft Office Suite and customer service platforms.
- High energy, enthusiasm, and a genuine passion for the insurance industry.
Benefits
- Competitive salary
- Benefits and perks
- Opportunities for professional growth
