Client Support Specialist- Life Insurance

About Afficiency

Afficiency is a rapidly growing Insurtech startup whose mission is to provide life insurance to everyone on the platforms they already trust. Located in NYC, we design life insurance products that can be purchased entirely digitally and can be easily embedded into distribution platforms or with agents who sell insurance. We are looking for new team members to join us on our journey to shake up the life insurance industry. We need individuals who bring passion, curiosity, and a desire for excellence. 

Job Overview

This is a great opportunity to build and grow responsibility over time with a fast-growing organization, while working cross functionally and gaining experience in multiple areas. This role is client-facing, working to grow our field support function by supporting life insurance sales through agents and their carriers across the Unites States. As a member of this key team, you will aid in responding to and resolving inquiries from our partners. You will play an important role in supporting, communicating with, and assisting clients while responding to queries and software issues. Our ideal candidate has a self-starter mentality and can efficiently resolve incoming customer issues via live chat and tickets in an empathetic manner. To succeed in this role, you should be a seasoned life insurance client support representative and have technical expertise. This would be a salaried, 40-hour per week position surrounded by a dynamic team. 

Work Arrangement: Remote (Must be in the United States) 

*If your application stands out, a member of the Afficiency hiring team will contact you to arrange next steps, via LinkedIn, SmartRecruiter or from an afficiency.com email address. Please be aware of phishing attempts and scam emails. We will not request an interview via text-based communication and ask you to register via the Microsoft Teams website. 

Responsibilities 

• Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame  
• Verify new customers coverage and  answer questions from the agent or producer regarding the application journey and process  present policyholders with proof of insurance paperwork  
• Recognize patterns in inquires for documentation and improvement  
• Identify knowledge gaps and work with you manager to improve processes and grow the department  
• Address agent escalations and carrier requests  
• Support our development team in launching new insurance products as well as updates to our existing insurance platform  by testing new products and functionalities. 

What We’re Looking For

• Minimum  2  years of client support experience  
• Experience with life insurance 
• Experience managing a high level of  chat volume 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 

What We Offer

• Fully remote work 
• Competitive salary with equity options 
• Robust health, dental, and vision benefits for employee and dependents 
• 401k matching contributions 
• Generous PTO policy  
• Provided work-from-home equipment 
• Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need  

Salary 

$55,000 salary  

Afficiency is an equal opportunity employer.

Afficiency maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share the responsibility for fulfilling Afficiency’s commitment to equal employment opportunity. Afficiency does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, it is the policy of Afficiency to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations and ordinances where a particular employee works.