Agent Support Specialist

Job not on LinkedIn

🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

💵 $55k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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First Connect Insurance Services

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

🛡️ Insurance

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services is an insurtech platform designed to support independent insurance agents in growing their agencies. It offers fast access to over 130 insurance carriers across various coverage types, including home, auto, commercial, and life insurance. The platform features user-friendly tools such as a comparative rater for quotes, real-time market appetite insights, and seamless onboarding processes, allowing agents to streamline their operations and enhance their business performance without incurring high costs.

📋 Description

• Respond to agent inquiries via calls, live chats, and emails, providing accurate information and timely resolutions • Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements • Communicate with carrier representatives to clarify discrepancies, resolve issues, and track appointment statuses • Maintain accurate records of communications and appointment activities in HubSpot CRM • Collaborate with internal teams to address agent concerns and streamline processes • Monitor open inquiries to ensure timely follow-ups and proactive issue resolution • Contribute to support resources, such as FAQs and process guides, to assist agents and improve workflows • Uphold service excellence by adhering to response time standards and delivering high-quality interactions

🎯 Requirements

• 5+ years of experience in the insurance industry; experience in insurtech is preferred • Knowledge of P&C insurance carriers, appetites, and processes • Insurance license preferred but not required • Strong experience with databases, reporting, and tracking tools • Proficiency in MS Office (particularly Excel) and Google Suite • Excellent written and verbal communication skills • Strong organizational skills and attention to detail • Ability to manage multiple priorities in a fast-paced environment

🏖️ Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success • Equity — This position is eligible for equity compensation • Training and Career Growth — Training and internal career growth opportunities • Flexible Time Off — You know when and how you should recharge