Customer Support Representative

<p style="line-height:1.2;margin-top:4px;margin-bottom:4px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">The Customer Support Representative serves as the frontline point of contact for retail agents and broker partners on the iBynd + SEMSEE platform, delivering timely, effective, and empathetic support across all inbound channels. This individual is responsible for resolving technical and platform-related inquiries, triaging escalations, and ensuring every partner interaction reflects the highest standards of service. The Customer Support Representative partners closely with the Customer Success, Product, and Operations teams to surface recurring issues, drive resolution, and contribute to a continuously improving support experience. This is a role for a detail-oriented, service-first professional who takes ownership of problems and thrives on turning a frustrated partner into a loyal advocate.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:21px;margin-bottom:7px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#0d3c6e;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">REMOTE<br>DUTIES AND RESPONSIBILITIES</span></span></span></span></span></span></p><p style="line-height:1.2;border-bottom:solid #c8c8c8 0.5pt;padding:0pt 0pt 1pt 0pt;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">INBOUND SUPPORT & TICKET MANAGEMENT</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Serve as the primary point of contact for agent and broker partners submitting support requests via email,  and phone—managing a high-volume ticket queue with accuracy and urgency.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Diagnose and resolve platform, submission, login, and workflow issues in a timely manner, ensuring partners receive clear, actionable guidance at every step.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Document all interactions, resolutions, and escalation paths accurately in the CRM and ticketing system, maintaining clean records that support team visibility and reporting.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Triage and escalate complex or high-priority issues to  Product, or Operations teams, following defined escalation protocols and ensuring seamless handoffs.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:12px;margin-bottom:5px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">PARTNER EXPERIENCE & RELATIONSHIP SUPPORT</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Build rapport with retail agents and broker partners through consistent, professional, and empathetic communication that reinforces confidence in the iBynd + SEMSEE platform.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Follow up proactively on open issues, keeping partners informed of status updates and resolution timelines without waiting to be asked.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Identify patterns in partner feedback and recurring pain points, synthesizing insights for Customer Success and Product teams to inform platform improvements.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Contribute to maintaining and improving partner-facing support resources, including help articles, FAQs, video walkthroughs, and onboarding guides.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:12px;margin-bottom:5px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">PLATFORM KNOWLEDGE & TRAINING SUPPORT</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Develop and maintain deep functional knowledge of the iBynd + SEMSEE platform, including submission workflows, appetite tools, quoting processes, and user account management.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Participate in product update briefings, internal training sessions, and beta testing initiatives to stay current on platform changes and new feature releases.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Support the delivery of partner-facing training sessions and webinars as a co-presenter or technical resource when needed.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:12px;margin-bottom:5px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">OPERATIONS & CROSS-FUNCTIONAL COLLABORATION</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Maintain up-to-date and accurate partner records, issue logs, and resolution notes in the CRM system to support team-wide transparency and historical tracking.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Collaborate with underwriting, operations, and product teams to resolve submission and appetite-related questions escalated on behalf of partners.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Prepare and contribute to regular reporting on ticket volume, resolution rates, response times, and partner satisfaction metrics.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Participate in team huddles, process improvement discussions, and initiatives that strengthen the overall support function.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Other duties as assigned.</span></span></span></span></span></span></p> <p style="line-height:1.2;margin-top:21px;margin-bottom:7px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#0d3c6e;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">QUALIFICATIONS</span></span></span></span></span></span></p><p style="line-height:1.2;border-bottom:solid #c8c8c8 0.5pt;padding:0pt 0pt 1pt 0pt;"></p> <p style="line-height:1.2;margin-top:12px;margin-bottom:5px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">REQUIRED</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">2+ years of experience in customer support, technical support, or a client-facing service role, with a demonstrated track record of resolving complex inquiries and managing partner or customer relationships.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Strong verbal and written communication skills—able to explain technical concepts clearly to non-technical users and maintain a professional, helpful tone under pressure.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Proficiency in CRM and ticketing systems (Salesforce, HubSpot, Zendesk, or equivalent) with a disciplined approach to record-keeping and follow-through.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Exceptional attention to detail and organizational skills, with the ability to manage multiple open tickets, partner relationships, and priorities simultaneously.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Proficiency in Google Suites, including Excel, Word, and PowerPoint (or equivalent Google Workspace tools).</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Ability to learn and navigate SaaS platforms quickly, and comfort explaining digital workflows to users with varying levels of technical proficiency.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">A genuine service orientation—committed to solving problems, following through on commitments, and leaving every partner interaction better than you found it.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:12px;margin-bottom:5px;"><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#222222;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">PREFERRED</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Property and Casualty insurance industry experience strongly desired; familiarity with commercial lines, wholesale distribution, or the retail agent/broker community is a significant advantage.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Experience working at or with a wholesale broker, MGA, insurtech platform, or carrier in a customer-facing support capacity.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Familiarity with submission workflows, appetite tools, and the commercial insurance quoting process.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Experience building or maintaining self-service support content including knowledge bases, help articles, or user guides.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Comfort working in a fast-paced, evolving environment where products, processes, and priorities shift quickly—and the ability to adapt without losing service quality.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-left:11px;text-indent:-12pt;margin-top:3px;margin-bottom:3px;padding:0pt 0pt 0pt 12pt;"><span style="font-size:9pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#e8600a;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">•  </span></span></span></span></span></span><span style="font-size:9.5pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Georgia, serif;"><span style="color:#444444;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Comfort navigating and explaining SaaS or digital platforms to non-technical users; prior experience in an insurtech or fintech environment a plus.</span></span></span></span></span></span></p><br> 

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...