Client Support Specialist- Life Insurance

Sorry, this job was removed at 02:16 p.m. (CST) on Friday, Aug 08, 2025
Hiring Remotely in New York, NY, USA
In-Office or Remote
50K-58K Annually
Insurance • Design
The Role
Company Description

Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform and in collaboration with our carrier and distribution partners. Located in NYC, we design and deliver life insurance products that can be purchased in an entirely digital environment for both the agents and their customers. 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 Description

Get in on the ground floor of a dynamic support team! 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. 

Qualifications

Responsibilities

  • Manage our inbound support requests regarding technical questions and life insurance application questions within our SLA time frame 
  • Address agent escalations and carrier requests 
  • Demonstrate accuracy in communicating effective solutions to our clients based on the data given 
  • Responsible for building and maintaining strong business relationships with key members of our distributors and carriers
  • Initiates escalation on more complex tickets to produce resolutions, continuing to provide the highest level of client support
  • Recognize patterns in inquiries for documentation and improvement 
  • Identify knowledge gaps and work with your manager to improve processes and grow the department 
  • Support our development team in launching new insurance products as well as updates to our existing insurance platform

What We’re Looking For

  • Must have Life Insurance Experience 
  • Minimum 1 year of client support experience 
  • Multi-tasking with ease 
  • Live chat experience
  • 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 have grit 
  • Excellent writing ability 
  • Ability to work in a fast-paced changing environment 
  • Ability to provide prompt, accurate and friendly customer service 

Additional Information

What We Offer   

  • Fully remote work 
  • Competitive salary with equity options 
  • Robust health, dental, and vision benefits
  • 401k matching contributions 
  • Generous PTO policy  
  • Provided work-from-home equipment 
  • Work at a supportive and fast-growing company with a fantastic team    
  • Environment to learn from other team members and support in career development
  • Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need    

Salary  

$50,000-58,000 annually. 

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

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The Company
HQ: New York, NY
33 Employees
Year Founded: 2017

What We Do

Afficiency delivers life insurance products on an all-encompassing digital platform, available for digital distributors from quote to policy all via API. Our focus is on building life insurance products that a consumer can easily understand in minutes, purchase in less than ten, in a 100% digital experience. Our solution includes cutting-edge technology, product design, reinsurance partnerships, and distribution relationships to provide an ‘all-in-one’ solution. For Distributors: New life insurance products can be difficult and complex. Afficiency creates products and solutions our distribution partners plug into their digital experience. Our API gateway allows our distributor partners to quickly offer our innovative digital life insurance products to their customers. Afficiency’s proprietary likelihood to be approved score, ApprovedAPI, helps our distribution partners optimize their conversion funnels and spike approval rates by identifying and targeting prospects and clients who are likely to be approved. For Carriers: We provide a completely digital platform from quote to policy issue built for carriers. With our reinsurance relationships and advanced digital solution, our carrier partners can build new products quickly and gain access to our network of digital distribution. The process from development to launch happens in less than six months with limited resources required. For Innovators: Join our growing team. We are innovators, problem solvers, and masters of all trades - across designing, underwriting and pricing life insurance products. We are seeking passionate team members to help us further define the future of life insurance. Email [email protected] We would love to hear from you!

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