Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry.. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
JOB DESCRIPTION
A Vertafore employee in this position, as Customer Support Specialist I, will focus on the customer service experience by identifying and resolving basic customer issues with Vertafore products, and documenting case resolution. The individual will be excited to expand their ability to troubleshoot computer software, networks, database platforms, and operating systems in an inbound customer service environment. They would strive to support cutting-edge software solutions. Resolve all client systems problems within established time frames and directly impacts the customer's ability to improve productivity, manage account needs, standardize and streamline processes, as well as capture data for strategic decision-making. Serves as the "face" of Vertafore with our customers.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
· Applies and demonstrates basic product knowledge while adhering to standard operating procedures to resolve customer issues
· Provides coverage of in-bound interactions which may include calls, chats, emails and cases
· Educates customers to help them understand an issue and how-to self-serve should it reoccur
· Consistently applies product knowledge obtained in Vertafore's Bootcamp training and daily activities, support procedures and policies to address client and departmental needs with individualized oversight
· Problem tracking to determine trends or patterns to client system problems
· Coordinates problem resolution with various internal contacts
· Demonstrates ability to assist peers in performing similar customer support duties
If you have the below special skills, or have a desire to learn more about these areas, let us know! You may be placed on a team where you have an opportunity to leverage your knowledge.
If you have experience with the below, you may be a good fit for our ImageRight and WorkSmart teams!
- SQL
- Windows OS & Windows server environments
If you have experience with the below, you may be a good fit for our AMS360 Accounting team!
- Accounting/Bookkeeping experience and/or education
- Knowledge and understanding of accounting areas (but not limited to) such as journal entries, accounts payable, accounts receivable, general ledgers and invoicing
Additional Requirements and Details:
· Travel required up to 10% of the time.
· WFH Flexible
· Occasional lifting and/or moving up to 10 pounds.
· Frequent repetitive hand and arm movements required to operate a computer.
· Specific vision abilities required by this job include close vision (working on a computer, etc.).
· Frequent sitting and/or standing.
#LI-Hybrid
Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
Top Skills
What the Team is Saying
What We Do
We believe insurance is about relationships. And technology should only make them stronger.
We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today.
Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born
of human-centric purpose, we empower our customers with the technology to garner trust.
Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for
what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating.
Quite simply…we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.
Why Work With Us
Our team is bright and talented, and we bring passion to the work we do every day and continually strive to improve. We’re a Flexible First work environment, meaning team members work from home as often as they’d like, while using our offices as a place for collaboration, community, and team building. We work hard and we have fun doing it!
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Vertafore Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our Flexible First working environment allows team members to work from home as often as they'd like, while using our offices for collaboration and team building.
