Partner Support Representative resolving complex issues and explaining policy details for broker partners and policyholders. Navigating systems in real-time and delivering high-touch service experience.
Responsibilities
Own the relationship with broker partners and policyholders
Resolve complex issues and explain policy details and commission structures in plain language
Navigate multiple systems in real time
Deliver a high-touch service experience that strengthens partner relationships
Requirements
1+ years of customer service or partner support experience, ideally in insurance or financial services
A white-glove service mindset — you build trust and rapport quickly through professionalism, responsiveness, and genuine care for partner outcomes
The ability to explain complex policy details, commission calculations, and program rules in clear, plain language — adapting your communication style to different audiences and situations
Technical agility — comfortable navigating multiple systems simultaneously while supporting partners in real time, troubleshooting issues, and learning new platforms quickly
Solutions-oriented instincts — you look beyond the immediate issue to find the best overall outcome, balancing partner needs, client experience, and underwriting guidelines
Independent judgment and ownership — confident making decisions within established guidelines, taking issues through to resolution, and navigating grey areas without waiting to be told what to do
General Level 1 Insurance Licence, or a strong willingness to obtain one — we will support you
Bonus Points For Active General Level 1 Insurance Licence already in hand
Bilingual in English and Mandarin, Punjabi, or French
Direct experience supporting broker partners with quoting, binding, policy maintenance, or commission inquiries
Experience in a multi-system environment where toggling between platforms quickly and accurately was part of the job
Remote Customer Service Representative supporting online loan applications and funds transfers. Answering customer calls for Propel, a fintech company expanding credit access through AI.
Customer Service Team Lead managing escalations, quality, schedules, and CSR support. Delivering customer experience solutions for pharmaceutical, healthcare, food, and consumer brands.
Cisco Customer Experience Consultant designing and deploying customer network solutions. Automating operations with Python and Ansible while leading technical delivery projects.
Remote bilingual customer service representative supporting Propel's fintech customers with loan applications and fund transfers. Handling calls, verification, questions, and escalations in English and Spanish.
Remote Customer Service Representative assisting Propel customers with online loan applications and funds transfers. Handling calls, verification, and customer support for a fintech platform expanding credit access.
Delivery and Support Specialist resolving complex customer and SaaS issues for Genetec. Escalating cases, troubleshooting systems, and supporting international clients.
Customer Service Manager leading international support teams for Teledyne’s machine - vision imaging products. Overseeing SAP orders, RMAs, customer setup, and service performance across regions.
Bilingual Spanish - English agent supporting hotel guests with reservations for Cloud5 Communications’ hospitality clients. Handling bookings, upgrades, sales opportunities, and customer inquiries remotely.