Client Support Specialist

Responsibilities

• Serve as a product expert on Agency Bloc’s suite of products, understanding how it impacts clients’ businesses and providing clear guidance.
• Enhance client relationships by delivering engaging, solution-oriented support in every interaction.
• Provide troubleshooting assistance and conduct brief training sessions via web meetings, phone calls, live chat, video and email.
• Respond to client inquiries in a timely and professional manner, ensuring their concerns are addressed and collaborating with internal teams when needed.
• Proactively help clients overcome barriers to adoption and ensure they fully utilize the product’s features.
• Meet or exceed department metrics, including goals for client satisfaction, efficiency, and revenue impact.
• Offer feedback and insights on processes and procedures to improve operational efficiency and client experience.
• Actively participate in weekly team meetings and bi-weekly 1-on-1s with your Manager & the Director of Customer Support to stay aligned with goals.
• Perform other duties as assigned to support the team and company objectives.

• 3+ years of experience in software support or the life and health insurance industry.
• Experience with Agency Bloc is a plus but not required.
• Strong communication and problem‑solving skills with a customer‑first mindset.
• Comfortable working with technology and quickly learning new tools.
• Proficient in Google Suite (Docs, Sheets, Gmail, Calendar, etc.) and Microsoft Office (Word, Excel, Outlook, etc.).
• Detail‑oriented with the ability to prioritize multiple tasks effectively.
• Motivated by the opportunity to contribute to a fast‑moving, entrepreneurial team.
• Quick‑thinking, adaptable, and resilient, with a positive, collaborative attitude.
• A self‑starter with humble confidence and the ability to communicate across teams for clarity and alignment.