Client Services Operations Specialist

Job Snapshot

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

The Client Services Operations Specialist is an execution-focused, detail-oriented problem-solver responsible for supporting the tools, reporting, and workflows used by our client-facing teams. This role works closely with the Manager of Client Services Operations to carry out key operational tasks, support day-to-day system administration, and bring structure to our growing operations.

It’s an ideal role for someone who enjoys making systems more efficient, learning through doing, and building strong partnerships with support, CSM, professional services, and CX teams.

Responsibilities:

System Administration & Support

• Configure and maintain user settings, workflows, and automations in Zendesk, ChurnZero, HubSpot, and Pendo.
• Triage system issues and requests from client-facing teams, resolve or escalate as appropriate.
• Maintain system documentation, permissioning, and change logs.

Reporting & Data Quality

• Run recurring reports and ad hoc queries (SQL, Google Sheets, ChurnZero exports, etc.).
• Assist with upkeep of dashboards and metrics — identifying data gaps or errors and proposing fixes.
• Perform data hygiene tasks and ensure field usage is consistent with business logic.

Process Documentation & Optimization

• Map and document operational processes in collaboration with client-facing teams.
• Identify opportunities for improvement and suggest system or process changes.
• Support project execution, testing, and rollout of new tools or workflows.

Cross-Team Collaboration

• Participate in project workstreams and implementation tasks.

Skills/Education/Experience:

• 1–3 years of experience in SaaS operations, client services, data reporting, or systems administration.
• Familiarity with client-facing tools like Zendesk, ChurnZero, HubSpot, or similar.
• Comfortable with SQL (even basic), eager to grow deeper skills in Google Apps Script and low-code automation.
• Process-minded and highly detail-oriented — you love when things are clean, documented, and consistent.
• Naturally curious, resourceful, and always looking for a better way to get the work done.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

---

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

• Client-centric organization focused on delivering great customer service
• Positive, collaborative team environment with coworkers who genuinely care about their work
• High level of professionalism in everything we do
• Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

Apply Now