Customer Support Agent

Description

At Perfiniti Insurance, we have a passion for helping our clients obtain comprehensive and affordable coverage, while educating them throughout their lifetime. With the complexity of insurance and a wide range of options available, our clients need more than just a policy—they need exceptional support. We’re not a national call center. We pride ourselves on providing personal, local service—whether over the phone or face-to-face. We take great pride in connecting our clients with agents who can meet every need and want. When clients have questions or concerns about their health coverage, we aim to be their trusted, go-to resource. As a Customer Support Agent, you'll play a key role in delivering a high-quality client experience while supporting our team of agents. 

Responsibilities include:

• Serve as the first point of contact for prospects and existing clients, delivering friendly and knowledgeable service
• Work with our team of agents to connect clients and leads to their assigned agent as needed
• Answer general questions or concerns that don’t require agent involvement
• Assist current clients with scheduling renewal reviews during the Annual Open Enrollment Periods (AEP/OEP)
• Provide clear, accurate support regarding policy coverage, billing, and documentation requests
• Maintain and update client records accurately in our internal systems
• Ensure a smooth, professional, and personalized service experience at every step

Requirements

• Prior experience in customer service (insurance, healthcare, or finance preferred)
• Strong interpersonal and communication skills—both verbal and written
• Excellent organizational skills and attention to detail
• Proficiency with basic office software and phone/email systems
• High school diploma or equivalent (additional education a plus)
• Ability to work on-site at our Greenwood, IN location
• Preferred: Knowledge of health insurance, Medicare, or marketplace plans
• Preferred: Active Indiana insurance license (Life & Health or P&C)
• Preferred: Bilingual skills (Spanish/English or others)

What We Offer

• Competitive hourly pay, based on experience
• Full-time, stable position in a growing, client-focused company
• Supportive and collaborative team environment
• Training and development with potential to grow into licensed roles

Full health benefits package, including:

• Medical
• Dental
• Vision
• Short-Term Disability (STD)
• Life Insurance•401(k) with company match