Customer Support Specialist - Everdays : Job Details

Come join Everdays: an emerging e-commerce platform that independent agents use to guide consumers to the perfect life insurance product that they can easily purchase 100% online. The Support Specialist is responsible for supporting the Sales and Service team as well as Everdays' network of independent insurance agents who use the Everdays planning and insurance platform nationwide. This includes fostering positive agent relationships, addressing inquiries, and ensuring agent satisfaction. The Support Specialist is instrumental in driving agent loyalty, helping to grow policy sales, and creating an exceptional support experience for agents. Responsibilities and duties:

• Build and nurture strong relationships with agents to increase retention and loyalty to Everdays.
• Maintain consistent, prompt communication with agents, addressing their needs and resolving inquiries to support policy sales.
• Manage essential documentation for newly onboarded agents, ensuring accuracy and adherence to Everdays' standards.
• Become a knowledgeable product expert on Everdays' life insurance offerings to assist agents and consumers with questions, product comparisons, and selection guidance, ensuring clarity and confidence in purchasing decisions.
• Utilize various platforms, including Intercom, HubSpot, Microsoft Outlook and Teams, to handle daily conversations and correspondence with agents.
• Serve as a proactive problem solver, addressing agent concerns and finding effective solutions to improve the agent experience.

Required qualifications and skills:

• Strong work ethic and ability to work in a fast-paced environment are a must!
• 2+ years of experience in a sales or customer success role, ideally within insurance or financial services.
• Ability to work in a hybrid role (three days in-office, two days WFH).
• Proficient computer skills and tech-savviness, with the ability to quickly learn new software, troubleshoot issues, and adapt to evolving digital tools and platforms.
• Strong communication skills, both written and verbal, to provide clear and professional responses to agents and internal teams.
• Ability to efficiently manage multiple agent inquiries, tasks, and responsibilities with a high level of organization and attention to detail.
• Exemplary professionalism in all interactions, whether by phone, in writing, or in person, to promote a positive work environment and ensure effective communication.
• Proactive problem-solving abilities, focused on delivering swift resolutions for agent inquiries.

Preferred Qualifications:

• Licensed as a life insurance producer or willingness to obtain it.
• College degree or equivalent experience.
• Familiarity with the Microsoft Office Suite and customer service platforms.
• High energy, enthusiasm, and a genuine passion for the insurance industry.

Compensation We offer a competitive salary, benefits, and many perks. Exact compensation may vary based on skills, and experience, but we want to pay a high salary for this role because we want the best person! About Everdays Everdays is an equal opportunity employer. We're united in our quest for meaningful work and a passion to create something of real value. Like what you're seeing? We can't wait to meet you! To see us in action, check out