Platform Success Specialist I-2

Integrity•Dallas, TX

About The Position

This role is a proactive, customer-facing role focused on ensuring users achieve their desired outcomes, driving product adoption, and fostering long-term retention. The PSSs manage the post-sale journey, handling new user walkthroughs and troubleshooting, while identifying opportunities to educate on best practices and feature solutions. Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, they embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers the opportunity to start a career in a family-like environment that is rewarding and cutting edge, putting their people first. Joining Integrity means being part of a hyper-growth company with tons of professional opportunities to accelerate one's career. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through a vast distribution network. Their omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs.

Requirements

High School Diploma or GED required
0-2 years of customer Success/Support experience
Ability to learn / navigate multiple technology platforms and apps
Proficient in English (written and verbal)
Skilled in problem solving and attention to detail
Skilled in communication (written and verbal) and active listening
Skilled in applying a customer-focused mindset
Ability to empathize with the customer
Ability to build positive relationships
Ability to multitask and quickly adapt to evolving environments
Ability to cross-sell or upsell products and features

Nice To Haves

Bachelor’s degree in related field preferred
Experience with CRM or service ticketing systems (Zendesk, FreshService, FreshChat, Salesforce, Hubspot, etc) is a plus

Responsibilities

Guiding new users through account setup and providing training to ensure immediate product value.
Handling technical inquiries, addressing user complaints, and coordinating with internal teams for resolutions.
Building rapport and acting as a trusted advisor to increase customer satisfaction and loyalty.
Contribute to a culture of amazing agent experiences as part of the Integrity Platform Success team.
Respond to support inquiries accurately and efficiently via email or chat.
Other duties as assigned by your leader.