Professional Services Specialist, VoIP

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Professional Services/Implementation

Education: 4 Year Degree or Equivalent Experience
Experience: 3+ 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 dedicated and experienced Professional Services Specialist with expertise in VoIP solutions to join our Professional Services team. You will be pivotal in assisting our clients in formulating and executing effective VoIP strategies tailored to their business needs. Your responsibilities will encompass guiding clients through the setup process, configuring accounts to meet their objectives, and managing the phone number porting procedure. You'll also be responsible for collaborating with other teams for training, offering best practice advice, and ensuring a seamless transition to our AMS+ VoIP technology.


  • Drive the successful adoption and utilization of VoIP solutions among our clients.
  • Collaborate with clients to understand their unique VoIP needs, requirements, and workflows.
  • Offer strategic guidance and recommendations on configuring and customizing VoIP systems to align with client’s specific business goals and workflows.
  • Provide comprehensive setup and relevant documentation to ensure clients fully leverage VoIP features as necessary.
  • Provide expert insights and advice on best practices for optimizing VoIP setup and utilization.
  • Act as a trusted advisor to clients, leveraging your knowledge and experience to deliver insights and recommendations.
  • Collaborate with cross-functional teams, including sales, customer support, and product development, to advocate for client needs and drive continuous improvement in VoIP offerings.
  • Act as a liaison between clients and VoIP service providers, advocating for clients' interests and facilitating resolutions for escalated technical issues or service disruptions.
  • Stay informed about industry trends, regulatory changes, and best practices related to VoIP technology.
  • Other duties as assigned.


  • Bachelor’s degree in Business, Information Technology, or closely related field desired and three to five years relevant experience, or the equivalent combination of education and experience.
  • 3+ years of experience working in VoIP solutions, with a focus on strategy development, account setup, or a related role.
  • Thorough understanding of VoIP technology and its applications in various business contexts.
  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients.
  • Analytical mindset with a keen attention to detail and the ability to troubleshoot complex issues.
  • Proven track record of managing multiple projects simultaneously and prioritizing tasks effectively.
  • Comfortable working with technology and motivated by the opportunity to contribute to a fast-paced entrepreneurial team environment.

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