Customer Support Specialist

About Inclined

Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders. Our mission is to help people get more value out of their whole life investment, while transforming a trillion-dollar industry ready to benefit from modern technology. We’re a well-funded venture backed start-up founded by industry veterans from software, finance, and life insurance.

About the Opportunity

This is your chance to be a founding member of our customer support team!  Help us shape the future of customer experience in the Fintech space. We're committed to exceeding expectations and delivering an exceptional experience for our advisors and policyholders.

About the Role

We’re a distributed team with headquarters in Sausalito, California and Denver, Colorado. We value team members who are committed to working collaboratively. You'll be the go-to expert for our financial advisors and policyholders, guiding them through our iLoc process over the phone and email.  Your mission is to deliver fast, friendly, and knowledgeable support, going above and beyond to delight our customers. This role is ideal for a proactive problem-solver with a "builder's mindset" ready to shape our processes and customer resources. This is a heavy phone based role so you must love helping people over the phone. 

You will:

• Handle a high volume of customer inquiries via inbound and outbound phone calls and email (40-60+ contacts daily)

• Be a product and process expert, helping customers navigate our systems and processes smoothly

• Troubleshoot issues, escalating when necessary and advocating for the customer

• Collaborate with internal teams to improve the customer experience

• Work in a hybrid environment with in-office and work-from-home flexibility

You’re a good fit for this role if you have:

• A "Get Stuff Done" attitude and a track record of efficiency

• Superb communication skills, both written and verbal

• A passion for exceptional customer service and problem-solving

• Strong attention to detail, essential for compliance in our industry

• Tech-savviness and a knack for quickly learning new systems

• A strong receptiveness to coaching, taking feedback and quickly implementing change for the positive

Bonus if you have:

• Whole life insurance experience

• Comfort with a high-volume, phone-based environment

• Startup experience and a love for a fast-paced atmosphere

• HubSpot familiarity

The Perks

• Competitive compensation, benefits, and equity

• Great downtown Denver office location

• Fun team culture with events and outings

• Opportunity for rapid career growth within a high-growth fintech company