Customer Experience Specialist, Insurance (Call Center - Austin, TX)

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

We are scheduling interviews now! Candidates must apply online (this requisition), and email Yvonne Saldana at [email protected] - recruiter will follow up to schedule your onsite interview.

📌Start Date - Monday, October 27, 2025

📌Location: Austin, TX (Onsite position) 

📌Office Address: 2010 E 6th St, Austin, TX 78702

📌Onsite interviews are being scheduled for:

📌October - week of 10/6

📌Call center experience is highly preferred, or heavy customer service experience welcomed.

📌 Property & Casualty Agent or Producers License (not an Adjuster license) -- Preferred

This is an onsite position. Paid training provided. We Insure will cover license testing fees for new agents. If hired, Agent must agree to obtain Property and Casualty License within the State of Texas post hire.

🚀 Job Summary: Customer Experience Specialist I
Do you love solving problems, helping people, and making someone’s day just a little easier? As a Customer Experience Specialist I at We Insure, you’ll be the voice that supports our clients, producers, and partners across the country. Whether you’re answering questions, navigating insurance platforms, or helping customers with policy changes, you’ll play a key role in delivering top-tier service—every single time.

This isn’t your average call center role—it’s fast-paced, tech-savvy, and offers the chance to work with a wide variety of property and casualty insurance products and carriers. If you thrive on variety, enjoy multitasking, and love helping others, this is the role for you.

🎯 What You’ll Be Doing:

• Be the first point of contact—answering inbound calls and chat messages from policyholders and We Insure producers.

• Help with everything from billing questions to policy changes to cancellation requests.

• Work across multiple carrier platforms to resolve service needs with confidence and accuracy.

• Make outbound calls when needed to follow up or clarify details.

• Service a variety of policies—home, auto, renters, flood, umbrella, RVs, and more!

• Stay on top of performance metrics like call quality, handle time, and schedule adherence, in addition to stellar attendance.

• Ensure every interaction is well-documented and professionally handled.

• Assist in policy retention and cross-selling where appropriate.

🌟 Bonus Responsibilities:

• Join in on weekly coaching sessions and training to sharpen your skills.

• Collaborate on team projects and process improvements.

• Take part in development programs designed to help you grow.

🧠 What You Bring to the Table:

• A love for fast-paced environments with high call volume.

• Excellent communication skills—whether you’re typing or talking.

• Laser-sharp attention to detail and the ability to multitask like a pro.

• A dependable work ethic and strong team spirit.

• Ability to absorb and apply feedback quickly.

• Comfortable using multiple technology platforms and Microsoft.

• 2+ years of customer service experience, with at least 1 year in a call center.

• Flexible and adaptable to change.

🌈 Nice-to-Haves:

• Property and Casualty Insurance industry experience.

• Familiarity with various insurance carrier systems.

🎓 Education Required:

• High School Diploma or equivalent required.

• Property & Casualty Agent or Producers License (not an Adjuster license) -- P&C License preferred for role.

🏢 Work Environment:

• Full time onsite in our Austin office.

• Primarily desk-based in a comfortable and professional indoor setting.

• Adjustable sit-to-stand desks provided.

🧳 Travel:

• No travel required.

💪 Physical Requirements:

• Mostly sedentary with occasional movement.

• Must be able to lift up to 15 pounds.

• Standing and walking as needed.

🔐 Safety & Security:

• Report any unsafe conditions or incidents.

• Take care of equipment and follow cybersecurity protocols.

Ready to join a team that puts people first and empowers you to shine?
Apply today and bring your customer service skills to a company that values passion, precision, and people. Let's redefine insurance support—together.

📌 Final Note:

This job description isn’t all-inclusive, your role may grow and change, and that’s a good thing! Flexibility and a positive attitude go a long way here.

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.