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US Unlimited PTO

  • Support customer requests by phone, chat, and email as a backup when queues are full.
  • Review accounts for fraud, chargebacks, and FCRA violations, serving as first level escalation.
  • Prepare reporting, approve refunds, and handle competing priorities to meet business needs.

Customer Support Microsoft Office 365 Escalation Management Critical Thinking

20 jobs similar to New Business Support Specialist

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$32,363–$56,701/yr
US

  • Provide customer support via phone, chat, SMS, email, and social media regarding policies, billing, and claims.
  • Handle complex inquiries including policy changes, payment processing, and escalated issues with accuracy.
  • Document interactions and maintain customer privacy while using critical thinking to resolve concerns.

Mercury Insurance is an insurance company dedicated to helping people reduce risk and overcome unexpected events for over 60 years. It is a midsize employer with a collaborative culture that values diversity, recognition, and professional growth.

US

  • Deliver top-tier customer service for clients across all Ncontracts Lending Compliance software products, ensuring timely and accurate resolution of inquiries.
  • Thoroughly document all client interactions in the Help Desk tracking system (Salesforce); escalate complex or sensitive issues as appropriate.
  • Maintain a working knowledge of Ncontracts product usage within designated operating systems, networks, hardware, databases, and peripherals.

Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree, the company offers a thriving work environment focused on career growth and life-work balance.

US 8w maternity 8w paternity

  • Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
  • Manage support requests through ticketing systems, configure user access, and resolve system issues.
  • Collaborate with product, engineering, and operations teams to enhance systems and document processes.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.

$26–$34/hr
US

  • Provides front-line technical support for high-visibility partners 24/7/365, ensuring issue intake, triage, and resolution.
  • Documents and prioritizes incoming issues, follows escalation procedures, and collaborates with Technology, Client Services, and Partner Integration teams.
  • Maintains operational continuity and meets contractual SLAs while delivering exceptional partner support experience.

U.S. Bank is a financial institution that helps customers and businesses make better financial decisions and supports community growth. It fosters a culture where each person's unique potential is valued and encouraged.

US

  • Provide technical support and troubleshooting for brokerage customers using the Back Office product via email, phone, and chat.
  • Monitor and manage your own case workload and backlog, prioritizing and triaging as needed.
  • Work with peers to troubleshoot and resolve issues and share product knowledge.

Lone Wolf Technologies simplifies real estate transactions by providing a seamless digital lead-to-close experience for agents, brokers, and their clients. They are committed to supporting real estate professionals while building a diverse and inclusive workplace that celebrates individuality.

$28–$35/hr
US

  • Serve as the primary point of contact for client questions and service inquiries, ensuring prompt and professional responses.
  • Coordinate with internal teams to track requests, resolve issues, and maintain accurate records in company systems.
  • Assist with onboarding, documentation, and administrative processes while protecting confidential information.

ApTask is a workforce solutions company that provides talent acquisition, staffing, consulting, and permanent placement services. It offers a remote work environment and a collaborative, growth-oriented culture.

$33,624–$54,993/yr

  • Follow stringent data security policies while handling sensitive user information.
  • Work with users by phone and email, responding promptly to inquiries and resolving questions.
  • Authenticate, upload, and process user authorization forms and verification requests.

Experian is a global data and technology company that powers opportunities across markets like financial services and healthcare. With 25,200 employees in 32 countries, it has a people-first, inclusive culture recognized as a top workplace.

US

  • Answer customer calls and assist with troubleshooting web, mobile, and terminal issues.
  • Develop extensive knowledge of frontend portals, Benefits POS app, and i9000s terminals.
  • Communicate effectively across teams and learn various systems to support customer inquiries.

NationsBenefits is a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. They offer a fulfilling work environment and attract top talent across multiple locations in the US, South America, and India.

US

  • Support AlertMedia customers by assessing inbound tickets and live chats regarding technical issues and account questions.
  • Communicate with professionalism and empathy to resolve customer issues and ensure a world-class experience.
  • Collaborate with team members and escalate advanced cases as needed to the appropriate teams.

AlertMedia helps organizations protect their people and businesses through all phases of an emergency. We are a Best Places to Work company 10 years running, with a collaborative and inclusive culture focused on keeping people safe.

$18–$28/hr
US Canada Unlimited PTO

  • Be the point of contact for customer inquiries through email, LiveChat, and phone.
  • Troubleshoot and resolve first-line issues, providing accurate and supportive responses.
  • Coordinate escalated issues with relevant departments and document all communications in HubSpot.

Roo operates the industry-leading veterinary staffing platform, connecting veterinary professionals with animal hospitals for relief work and hiring opportunities. The company empowers a network of over 20,000 veterinary professionals and serves more than 9,000 animal hospitals, with a remote-first culture and core values like Bias to Urgency and Drive Measurable Impact.

US Unlimited PTO

  • Provide exceptional customer service across email, chat, and social media to support and nurture user relationships.
  • Respond to user complaints and inquiries, practicing conflict resolution and effective communication.
  • Assist Regulatory Operations and Compliance with ad hoc requests and fraud reviews.

Sleeper is a sports-focused games platform with messaging at its core, creating a digital playground for sports fans. The company is young and energetic with a small, passionate team focused on quality over quantity.

$60,000–$75,000/yr
US 3w PTO

  • You will communicate with clients on the phone to understand their situation and advise them on next steps.
  • You’ll master complex topics and internal tools to help hundreds of people each week.
  • You’ll be measured by and compensated for the impact you have on clients.

Atticus is a platform that connects sick or injured Americans with government benefits and insurance compensation. The company has raised over $100 million from top VC firms, helped hundreds of thousands of people access over $10 billion in aid, and earned over 20,000 five-star reviews.

Canada

  • Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
  • Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
  • Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.

EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.

$50,000–$55,000/yr
US

  • Provide best-in-class customer support via email, chat, and phone for Xplor's software products.
  • Document all customer interactions and escalate complex issues following company policies.
  • Meet or exceed personal KPI targets for performance metrics while maintaining high customer satisfaction.

Xplor provides cloud-based, intuitive technology solutions for small and medium-sized businesses, enabling them to manage business operations and payments. The company serves over 130,000 businesses globally and fosters a culture of growth, diversity, and inclusion with core values like 'Find a better way' and 'Win together'.

  • Provide superior customer service by handling inquiries and issues promptly and professionally using multiple systems.
  • Ensure first contact resolution and high customer satisfaction while maintaining adherence to defined operational standards.
  • Assist with daily call volume, meet quality assurance requirements, and perform all other duties as assigned.

Globe Life is an insurance company committed to empowering employees with support and opportunities. They foster a caring, innovative culture with a focus on inclusivity and growth.

US Unlimited PTO

  • Own complex or high-impact brand tickets through resolution, applying judgment beyond macros within established frameworks.
  • Serve as the first escalation point for issues, guiding them through active tickets and chats.
  • Identify root causes behind recurring issues and recommend fixes, not just workarounds.

ShopMy is transforming e-commerce by building the infrastructure for human-led curation at scale, helping brands run performance-driven creator programs while enabling top creators to monetize their influence. It recently became a unicorn, raising at a $1.5B valuation with backing from Bessemer Venture Partners, Avenir Growth Capital, and Bain Capital Ventures, and offers a fast-paced, high-growth environment with accomplished teammates.

$20–$25/hr
US Unlimited PTO

  • Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
  • Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
  • Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.

Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.

US Canada Unlimited PTO

  • Resolve inbound customer calls, identify solutions, and execute or escalate as necessary.
  • Manage inbound and outbound calls to meet or exceed call center metrics while providing excellent customer service.
  • Advocate for customers by identifying trends and systemic issues and escalating internally.

Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs get consumer products to market faster. As a remote-first company, they offer opportunities for high performing individuals to have deep impact in the fast growing fintech space.

US

  • You will provide customer support for branch banking applications, including troubleshooting and issue resolution.
  • You will manage service requests, track actions, and ensure timely communication.
  • You will collaborate with teams and vendors to improve products and processes.

They provide branch banking products and services to financial institutions. They foster a collaborative environment focused on learning, professional growth, and continuous improvement.

US

  • Resolve customer email requests and provide support on agency commission questions.
  • Assist customers with technical issues and collaborate with Engineering to find long-term solutions.
  • Support new agency setup and manage offboarding and business relationship changes.

Pie Insurance empowers small businesses by making commercial insurance affordable and easy through technology. The company is a diverse team of builders and entrepreneurs guided by core values.