Customer Success Specialist

Job Summary

Detail-oriented and customer-focused, the full-time Customer Success Specialist will manage inbound support requests, troubleshoot service issues, and advocate for customer needs while working remotely.

Key responsibilities

• Handle inbound requests and respond promptly to support calls, chats, and emails
• Assess, categorize, and reassign support requests to internal team members as needed
• Track client interactions, maintaining detailed records of communications and action items

Required qualifications

• Bachelor's degree preferred
• 1+ years' experience in customer service
• Strong technical aptitude and organizational skills
• Proficient with the Office Suite
• Knowledge of surplus lines tax filing a plus