Client Support Specialist

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No

Job Type: Client Support
Experience: 2+ Years
Travel: N/A
Relocation Covered: No

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

We are looking for a Client Support Specialist with insurance-industry experience, strong communication and problem-solving skills to join our growing Client Support team. 

While this is not your typical help desk environment, you’ll provide support to our clients by responding to ad hoc requests via phone, video, email, and live chat. Our team’s goals are to provide clients the tools and information they need to be successful. Whether it’s answering a question about how something works, conducting general troubleshooting, or connecting them with other team members for training and setup, our support team strives to turn all interactions into positive results. 


  • Client Support Specialists are experts on the AMS+ product and how it impacts our clients’ businesses.
  • Enhance our clients’ relationship with AgencyBloc through every interaction.
  • Conduct client troubleshooting and brief training sessions via web meetings, phone calls, chat and email.
  • Respond to client inquiries and requests in a timely manner to ensure client satisfaction, coordinating with internal business partners when necessary.
  • Effectively drive adoption of the product by helping clients overcome any barriers they are facing.
  • Ensure department metrics are achieved including goals for client satisfaction and revenue. 
  • Provide insight and feedback on various processes and procedures to maximize efficiency and client satisfaction.
  • Actively participate in weekly departmental meetings.
  • Other duties as assigned.


  • 2+ years of software support experience or life and health insurance industry experience. AgencyBloc experience desired, but not required.
  • Specific examples of previous experience creating positive customer experiences and exceeding goals.
  • Excellent interpersonal skills, highly organized and efficient.
  • High level of comfort with technology.
  • Excellent written and verbal communication skills.
  • Motivated by the opportunity to be part of a fast-moving, entrepreneurial team. 
  • Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, a humble confidence, and an ability to “translate” thoughts among various groups of people.

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