Customer Training & Office Operations Specialist

Job Description

Location: Brooklyn, NY — In Office

Schedule: Slightly flexible hours

Compensation: Competitive salary based on experience

A growing insurance software and payments company is looking for a motivated, organized, and personable team member to join our Brooklyn office. This is a versatile role that combines customer training, sales follow-up, and general office support.

Responsibilities

  • Train new and existing customers on our software and online platform
  • Assist customers with questions and provide ongoing support
  • Follow up with leads and prospective customers
  • Help move sales opportunities forward and maintain follow-up
  • Communicate with customers by phone and email
  • Assist with onboarding new customers
  • Handle general administrative and office tasks
  • Work closely with our sales, support, and development teams
  • Help identify customer needs and communicate feedback to the team


Qualifications
  • Excellent communication and interpersonal skills
  • Comfortable speaking with customers by phone and in person
  • Organized, reliable, and able to follow up consistently
  • Comfortable learning and demonstrating software
  • Basic computer skills and familiarity with email and office applications
  • Sales or customer service experience is a plus
  • Insurance industry or software experience is a plus, but not required


We are looking for someone who is a self-starter, enjoys working with people, and can take ownership of tasks from start to finish. Compensation will be based on experience and qualifications.