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

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

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

Agent Support Specialist

Key skills