CS Specialist, Service Support Team
Core
Connect customer success with agency onboarding/offboarding, coordinate system changes, and resolve technical/commission support issues for small business insurance agencies.
Role type
Service Support Specialist
Builds
Agency onboarding/offboarding workflows, self-service tool adoption, and commission data alignment
Domain
Commercial Insurance / SaaS Support
Deliverable
client delivery
Required skills
High-volume customer contact, analytical thinking, problem-solving, CRM/portal configuration, data alignment
Preferred skills
1 year in high-volume customer contact, basic self-direction
Technologies
G-Suite, Salesforce, Slack
Responsibilities
Resolve customer emails regarding agency commissions and account updates; manage final resolution for document requests; assist with technical issues and identify trends; support new agency partner setup and offboarding; assist with business relationship changes (consolidation/restructure); manage headcount process data alignment.