Client Support Specialist- Life Insurance

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. The company is experiencing rapid growth and is well-funded. 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. 

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 but California applicants are not eligible for this role)  

*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   

• 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 

• Work at a supportive and fast-growing startup with a fantastic team   
• Environment to learn from other team members, grow a business from the ground up.    
• Support in developing your skills and accelerating your career quickly.  
• Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need.   

Afficiency is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.