Amplify

Compensation

Full Description

Customer Service Associate (Remote) Job Type: Full-Time | Remote Salary: $37,400+ per year (Base + Uncapped Commission) License Required: *Must have an Active Life Insurance License to Apply* About Amplify Amplify is revolutionizing the life insurance industry. We’re the first direct-to-consumer platform offering life insurance investment products that allow individuals to build wealth, invest tax-efficiently, and access funds for anything they wish—all through their life insurance. Our mission is simple: empower people to protect their financial futures and live more fully today. Backed by leading venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management, and Conversion Capital, Amplify is growing fast and seeking passionate individuals to join us on this journey. Position Summary The Customer Success Associate is responsible for managing customer accounts in an effort to place new business and improve customer retention. This role focuses on proactively engaging with clients to troubleshoot issues and work to resolve the issue at hand in order to place and/or preserve business, when possible. This associate will be focused on resolution and ensuring a streamlined process with an exceptional customer experience. The ideal candidate will have strong communication skills, problem-solving ability, a positive attitude, a “go-getter” work ethic, and a customer-first mindset to support retention efforts and maintain client satisfaction. Key Responsibilities: • Case Management & Follow-Up • Review and manage all assigned accounts/cases promptly to ensure quickest turn-around time. • Follow-up with customers to inform them of the status of their policy, explain next steps, and/or offer options for resolution. • Escalate complex cases to underwriting, billing, or management as necessary. • Retention & Resolution • Identify opportunities to save or reinstate customer accounts through problem resolution and tailored solutions. • Educate customers on alternative products, payment options, or updated underwriting requirements to prevent policy lapses or cancellations. • Customer Service Excellence • Maintain a high level of professionalism, empathy, and service when handling sensitive customer situations. • Provide accurate and detailed explanations regarding policies, procedures, and outcomes. • Documentation & Compliance • Record all interactions, customer feedback, and resolutions in the CRM or policy management system. • Ensure all activities are compliant with industry regulations, company guidelines, and privacy laws. • Collaboration & Communication • Partner with sales, underwriting, billing, and other internal teams to resolve customer issues quickly and effectively. • Participate in retention strategy meetings and provide feedback on common decline/cancellation causes and customer objections. Qualifications: • Education & Experience • High school diploma or equivalent (Associate or Bachelor’s degree preferred). • 1–3 years of customer service, call center, or retention experience (insurance or financial services industry preferred). • Active life insurance license required. • Skills & Abilities • Exceptional verbal and written communication skills. • Strong problem-solving and conflict resolution abilities. • Ability to remain calm and empathetic in high-stress situations. • Proficient in Microsoft Office Suite and CRM systems. • Detail-oriented with strong organizational skills. • Knowledge • Understanding of insurance policy life cycles, underwriting processes, and cancellation procedures preferred. • Familiarity with regulatory requirements and customer privacy laws (HIPAA, state insurance laws, etc.) is a plus. What We Offer: • Competitive salary and benefits. • Opportunities for growth within a high-performing team. • A collaborative culture focused on accountability and client success. Our Mission At Amplify, we believe life insurance should be more than a safety net—it should be a financial asset that helps people thrive. Join us in building the future of life insurance, where protection meets long-term wealth. Join Us We’re building the future of life insurance—where protection meets wealth. If you're ready to grow your career while helping others grow their future, apply today! Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status. Job Type: Permanent Pay: From $34,400.00 per year Benefits: • 401(k) • Dental insurance • Health insurance • Paid time off • Parental leave • Vision insurance • Work from home Experience: • Insurance Customer Service: 1 year (Required) License/Certification: • Life Insurance License (Required) Work Location: Remote