Agent Support Specialist
Core
Deliver exceptional support to insurance agents and partners via calls, chats, and emails, while managing carrier appointment processing and workflows.
Role type
Senior IC customer support specialist (insurance)
Builds
Consumer-grade insurance platform connecting agents with 150+ carriers
Domain
Insurtech / Property & Casualty Insurance
Deliverable
client delivery
Required skills
Insurance industry experience, P&C carrier knowledge, database management, reporting, tracking tools, MS Excel, Google Suite
Preferred skills
Insurance license, insurtech experience
Technologies
HubSpot CRM, MS Office, Google Suite
Responsibilities
Respond to agent inquiries via calls, live chats, and emails; Review and process carrier appointment requests; Communicate with carrier representatives to resolve discrepancies; Maintain accurate records in HubSpot CRM; Monitor open inquiries to ensure timely follow-ups; Contribute to support resources like FAQs and process guides.
Seniority
Mid-Senior, hands-on IC