Client Support Specialist- Life Insurance
About Our Client
The organization is an Insurtech startup focused on making life insurance accessible through digital platforms and trusted distribution channels. It aims to simplify the purchase of life insurance by embedding products into platforms and agent networks, addressing gaps in traditional insurance access and experience. The company is based in New York City, experiencing rapid growth, and is well-funded.
About the Opportunity
The Client Support Specialist- Life Insurance role is integral to supporting life insurance sales through agents and carriers across the United States. This client-facing position involves managing inquiries and resolving issues related to life insurance applications and technical support. The role contributes by enhancing partner relationships and ensuring smooth service delivery, thereby supporting the organization's growth and customer satisfaction.
Responsibilities
- Manage inbound support requests related to technical and application questions within established service timelines
- Verify new customers' coverage and respond to agents' questions about the application process
- Provide policyholders with proof of insurance documentation
- Identify inquiry patterns and collaborate on process improvements
- Address escalations from agents and carrier requests
- Assist the development team by testing new insurance products and platform updates
Requirements
- Minimum of 2 years' experience in client support
- Experience specifically with life insurance
- Ability to manage high volumes of chat and email communication
- Strong time management and prioritization skills
- Problem-solving and multitasking capabilities
- Excellent writing skills
- Ability to work effectively in a fast-paced, changing environment
- Deliver prompt, accurate, and friendly customer service
Pay
USD 55000 - USD 55000 yearly
Benefits & Perks
- Competitive salary with equity options
- Health, dental, and vision insurance coverage for employees and dependents
- 401(k) matching contributions
- Generous paid time off policy
- Provided work-from-home equipment