Customer Support Specialist (Insurance and Investment)
Equisoft
About this role
A Customer Support Specialist at Equisoft handles inbound support tickets from insurance and investment advisors, providing professional technical assistance, documenting processes, and ensuring high-quality service in a hybrid work environment.
Skills
About Equisoft
equisoft.comIndustries
Technology
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
Recent company news
InsuranceNewsNetAI adoption may rely on overcoming misconceptions, Equisoft exec says
Dec 23, 2025
Newswire CanadaUnited Heritage Life Insurance Company goes live on Equisoft's cloud-based policy administration system
1 month ago
National TodayEquisoft's AI-native life insurance platform earns "Luminary" status and XCelent Awards across multiple regions
3 weeks ago
BusinessCloudFE fundinfo acquires five-year-old startup from Equisoft
Nov 27, 2025
PR NewswireNational Guardian Life Insurance Company (NGL) selects Equisoft's turnkey SaaS insurance solution to enhance its Preneed Life Business capabilities
Nov 7, 2024
About Equisoft
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Equisoft.
Salary
$73k – $97k
per year