Customer Support Specialist

About the job

We are seeking a proactive, organized, and detail-oriented Customer Support Specialist to support a US-based insurance agency.

The role focuses on client onboarding, customer communication, and maintaining accurate client records and follow-ups in the CRM. You will help keep client documentation and outstanding requirements organized while providing professional, responsive customer support.

You will also support sales administration and daily operations, including managing the owner's calendar, appointments, and scheduling.

Key Responsibilities

• Manage new-client onboarding, including welcome communications and policy documentation.
• Handle inbound client calls and emails professionally, escalating complex issues when necessary.
• Follow up with clients on missing documents and outstanding requirements.
• Maintain accurate client records, update CRM systems, and