Customer Service Specialist

Customer Service Specialist

Insight Global is seeking a highly motivated Customer Service Specialist to join our growing team. This individual will serve as a key point of contact for brokers, agents, and policyholders, helping to resolve service inquiries, navigate our platform, and ensure a best-in-class customer experience.

The ideal candidate is customer-focused, tech-savvy, adaptable, and thrives in a fast-paced startup environment. This role provides an excellent opportunity to grow within a rapidly expanding organization and make a meaningful impact on the customer experience.

2+ years of customer service, customer success, account management, or related experience.

• Strong verbal and written communication skills.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Excellent problem-solving skills with a customer-first mindset.
• Comfort learning new technology platforms and systems.
• Strong attention to detail and organizational skills.
• Ability to work independently while collaborating effectively across teams.

• Deliver exceptional service and support to brokers, agents, and policyholders via phone, email, and digital channels.
• Serve as the first point of contact for customer inquiries, policy questions, and account-related issues.
• Assist users with navigating MGT's online platform and troubleshooting technical issues.
• Support the policy lifecycle by helping facilitate payments, policy documentation, endorsements, and service requests.
• Investigate and resolve customer concerns in a timely and professional manner.
• Collaborate with underwriting, product, and operations teams to ensure accurate and efficient service delivery.
• Maintain detailed records of customer interactions and follow-up actions within internal systems.
• Identify trends, recurring customer issues, and opportunities to improve processes and the overall customer experience.
• Demonstrate ownership of customer issues from initial contact through resolution.
• Contribute to customer retention efforts by providing proactive, high-quality support.