Client Support Manager — AMS+ Products

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: Yes

Job Type: Client Support, Management
Experience: 5+ Years
Travel: N/A
Relocation Covered: N/A

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

AgencyBloc is seeking a Manager of Customer Support with strong people leadership skills to oversee our frontline client support team. Reporting to and working closely with the Director of Client Support, this individual will be responsible for managing daily operations, driving team performance, and ensuring that every client interaction—whether by phone, chat, or email—is timely, knowledgeable, and empathetic. The ideal candidate is an experienced manager who can mentor and coach the support team while fostering strong relationships with end-users. This role is critical in helping us deliver a best-in-class support experience and continuously elevating our service.

Responsibilities:

  • Manage, coach, and mentor a team of Client Support Specialists to ensure consistent performance, growth, and engagement.
  • Conduct 1:1s, performance reviews, and development planning for direct reports.
  • Enable the Client Support Team’s success by ensuring alignment with the AgencyBloc mission and culture.
  • Be a visible and reliable presence for the team, offering guidance and real-time support as challenges arise.
  • Manage day-to-day support operations, including ticket flow, queue management, scheduling and escalations.
  • Take accountability for key support metrics such as first response time, resolution time, CSAT, and ticket volume trends.
  • Lead and own regular team meetings.
  • Participate in product review meetings to stay informed on upcoming changes, advocate for client needs, and prepare the support team for effective client communication & knowledge retention.
  • Conduct regular quality assurance (QA) reviews of team interactions to ensure accuracy, consistency, and adherence to client support standards.
  • Drive change enablement efforts within the team by translating product updates and business changes into clear, actionable guidance.
  • Become a subject matter expert in the AgencyBloc product.
  • Collaborate with the Director of Client Support on long-term team planning, staffing forecasts, and operational strategy to meet evolving business and client needs.
  • Participate in hiring, onboarding, and training new support team members to ensure rapid ramp-up and cultural alignment.

Skills/Education/Experience:

  • 5+ years of experience in customer support or client success, with at least 3 years in a leadership role managing teams of 4 or more people in a SaaS environment.
  • Proven track record of building and leading high-performing support teams, with direct experience in hiring, coaching, and driving performance management.
  • Expertise in managing multi-channel support (phone, chat, email), ensuring consistent customer satisfaction and operational efficiency.
  • Comprehensive understanding of SaaS platforms, including client onboarding, support workflows, and end-to-end customer lifecycle management.
  • Demonstrated ability to lead through change, adapt to evolving technology, and thrive in a fast-paced environment.
  • Deep understanding of ticket management systems, SLAs, and enhancing the overall customer experience.
  • Extensive experience with tools such as Zendesk, Intercom, Salesforce, or similar CRM/ticketing platforms.
  • Excellent written and verbal communication skills.
  • Data-driven decision marking with the ability to analyze data and KPIs to improve team performance or customer satisfaction.

Preferred:

  • Experience with UAT (User Acceptance Testing), QA processes, and collaborating across functions with product teams to ensure customer-centric solutions.
  • Experience working with health, benefits, or insurance-related SaaS products, or similar regulated industries, is highly desirable.

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

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By