Attention To DetailCreativeCritical ThinkingMicrosoft OfficeOralThinking SkillsTicketing SystemsTroubleshooting
Junior (1-2 years) - Mid-level (3-4 years)
Laguna HillsCA
The leading life and health insurance distribution management system.
55+ employees
InsuranceSaaSEnterpriseFintech
Role
Who you are
2+ years of customer support/technical support experience in a customer facing role within a software company ideally in a SaaS B2B environment
Critical thinking skills
Problem solving skills ie ability to troubleshoot on the fly.
Understands how to capture business requirements
Demonstrated ability to take initiative to proactively solve problems
Attention to detail
Comfortable working in a fast-moving rapidly-evolving company and industry
Excellent written and verbal communication skills
Ability to manage communication between customers and developers.
Must be proficient in Microsoft Office Suite
Experience with JIRA or a similar ticketing system is a plus
College degree preferred
What the job involves
The Client Solution Engineer will work directly with our B2B customers from on-boarding through the customer's entire lifecycle while building long-term relationships.
This position requires the ability to work with clients and other e123 team members to rapidly identify solutions to more complicated client business requirements and root causes of client issues.
This requires developing a deep understanding of our software solution and its intended uses, in order to instruct clients how they can get the most utility out of our platform.
e123 is the leading life and health distribution management system for insurance marketers (FMOs, IMOs), carriers and service providers. The company's mission is to grow sales efficiently by fostering collaborative work across organizations. e123's all-in-one solution integrates with CRM, policy administration, and BI systems, offering end-to-end visibility into agency, policy, and member data, enabling clients to focus on innovation.