Customer Support Specialist jobs in United States
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TROXELL · 1 day ago

Customer Support Specialist

Troxell is a mid-size, fast-growing insurance brokerage dedicated to protecting clients and fostering a supportive workplace. They are seeking a Customer Support Specialist to join their team, responsible for servicing clients, managing communications, and supporting account management tasks.

ConsultingEmployee BenefitsFinancial ServicesInsurance

Responsibilities

Review insurance renewals, endorsements, cancellations, and audits for accuracy and completeness
Prepare coverage comparisons, rating analyses, and marketing materials for producers and clients
Assist with policy quotations and respond to application-related inquiries
Maintain communication with clients, carriers, producers, and regulatory agencies via phone, email, and mail
Generate and distribute insurance documents including binders, certificates, and ID cards
Support account management tasks such as billing issues, reinstatements, and finance agreements
Organize and maintain electronic and paper policy files; track pending items through a suspense system
Facilitate inspections and follow up on recommendations with producers and insureds
Ensure confidentiality and proper handling of sensitive client and policy information
Perform general administrative duties and special projects as assigned by management

Qualification

Customer serviceAttention to detailCommunication skillsInsurance experienceOrganizational skillsOffice experienceComputer proficiencyProblem solving

Required

A positive attitude and genuine interest in helping people
Strong attention to detail and organizational skills
Great communication—written and verbal
Comfort working with computers and learning new systems
H.S. Diploma or GED is required

Preferred

Prior office or customer service experience preferred
Professional and passionate about customer service
Proactive problem solver with a flexible mindset
Insurance experience or a Property & Casualty license is a plus (or willingness to obtain one)

Benefits

Medical
Dental
Vision
Flexible Spending
Employer Paid Life Insurance
Short Term and Long Term Disability
401(k) with Employer match
Paid Time Off
Continuing Education

Company

TROXELL

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TROXELL is an insurance company specializing in personal and business insurance, HR solutions, employee benefits and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Kyle Dyson
Chief Operating Officer
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Mark Whitlock
Partner
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Company data provided by crunchbase