Customer Support Specialist

5 days ago

Montréal, Canada Vertafore Full time

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. Whether you’re interested in engineering or development, marketing or sales, or something else - if this sounds like you, then we’d love to hear from you

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

Vertafore is looking for a Customer Support Specialist (CSS), Accounting Support to combine their experience in accounting and/or bookkeeping to support cutting-edge software solutions. You will be directly impacting the insurance agencies’ ability to improve productivity, manage account needs, standardize and streamline processes, as well as capture data for strategic decision-making.

Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:

- 95% of time spent troubleshooting problems and answering questions via inbound phone calls and chats or written internet based inquiries.
- Ability to consistently meet software support metrics and customer satisfaction goals.
- Deliver consistent and excellent customer service utilizing learned soft skills and other professional behaviors
- Analyze customer’s inquiries to identify their accounting needs and recommend corrective action.
- Provide clear and concise documentation regarding customer problems and resolution.
- Escalate unresolved issues promptly to resolve customer issues.
- Recommend solutions for our knowledgebase to help customers and others in Support with troubleshooting.
- Ability to identify customer needs and escalate to Sales or other departments when applicable.
- Ability to adhere to a predetermined work schedule as outlined in the Customer Support attendance policy.

Knowledge, Skills and Abilities:

- In-depth knowledge and understanding of accounting areas (but not limited to) such as journal entries, accounts payable, accounts receivable, general ledgers and invoicing required.

**Why Vertafore is the place for you**: *Canada Only
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition

**Why Vertafore is the place for you**: *US Only
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options:

- Health Care FSA
- Dental & Vision FSA
- Dependent Care FSA
- Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual

  • Specialist, Customer Support

    5 days ago

    Montréal, Canada Equisoft Full time

    **Specialist, Customer Support** Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is actively seeking new talent! Reporting to the Director, Customer Experience, the Customer Support Specialist's mandate is to act as a resource person for complex customer issues. He or she ensures the continuous...

  • Customer Support Specialist

    12 hours ago

    Montréal-Ouest, Quebec, Canada EquiSoft inc. Full time

    Company OverviewEquisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world's leading financial institutions.We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption.Job DescriptionThe...

  • Customer Support Specialist

    1 week ago

    Montréal, Canada MovingWaldo Inc Full time

    **About MovingWaldo** MovingWaldo is present in all major Canadian markets and is currently raising awareness in the US and Europe. **Overview** We are seeking a highly organized and detail-oriented person to join our team. As a Customer Support Specialist, you will play a crucial role in assisting individuals and families with the smooth transition of...

  • Customer Support Specialist

    4 weeks ago

    Montréal-Ouest, Quebec, Canada EquiSoft inc. Full time

    Customer Support Specialist (Insurance and Investment)What is Equisoft? Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world's leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in...

  • Customer Support Specialist

    2 weeks ago

    Montréal, QC, Canada Tokidos Full time

    *Job Summary* As a Customer Specialist, you will be the primary point of contact for customers, providing exceptional service and resolving inquiries to ensure a positive customer experience. *Responsibilities* - Setup and maintain the customer support pages - full ownership - Analyze customer issues and provide effective solutions - Perform data entry...

  • Customer Support Specialist

    2 weeks ago

    Montréal, Canada Jonar Full time

    Like all great fairy tales, our story begins with a heroic dream. You see, for far too long, millions of users were forced to toil under the rule of really crappy business software. So, to help them break free from this reign of terror, we built ParagonERP - a flexible and powerful solution fit for wholesalers and distributors. ParagonERP is the...

  • Customer Support Specialist

    2 weeks ago

    Montréal, Canada Equisoft Full time

    **Customer Support Specialist (Insurance and Investment)** **What is Equisoft?** Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any...

  • Customer Service Specialist

    4 days ago

    Montréal, Canada Alithya Full time

    **Customer Service Specialist (Level 1 Support)** **:montreal **Montreal, Quebec, Canada****: Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative, and collaborative people like you to join our team. At the heart of Alithya’s values is the...

  • Customer Support Specialist

    2 weeks ago

    Montréal, QC, Canada Zaddons Full time

    Position: Customer Support Specialist Location: Montreal (Hybrid) Reports to: Director of Customer Experience About Zaddons Zaddons develops specialized add-ons that enhance the scheduling capabilities of HRIS platforms. With a focus on optimizing complex workforce management, we deliver seamless solutions that transform scheduling workflows into...

  • Presales and Customer Support Specialist, Wireless

    2 weeks ago

    Montréal, Canada Octasic Full time

    Octasic Inc. is a leading provider of SoCs, software, and integrated hardware/software platforms for the worldwide mobile wireless and media processing markets. Octasic’s hardware/software platforms are full-featured systems. The company’s high-quality solutions are based on Opus, a power-efficient asynchronous multi-core DSP architecture. Founded in...

  • Conference Support Specialist

    1 week ago

    Montréal, Canada ContactPoint 360 Full time

    **Join our CP360 Family, today!** **Who We Are**: We are proud to call ourselves innovative leaders in the call center industry and value how we have been able to grow significantly from 5 to 3000+ employees since opening 15 years ago. We are certified and offer an award-winning culture that is enthusiastic about adding next-level talent to our operations...

  • Customer Success Specialist

    7 days ago

    Montréal, Canada Visual Knowledge Share Ltd Full time

    **Customer Success Specialist** **Position Summary** Responsible for insightfully guiding customers through their VKS implementation journey; you are the customer-facing champion driving further VKS adoption and future scalability. - **Position status**:Permanent - **Start date**:As soon as possible - **Salary**:To be discussed - **Work...

  • Tool Support Specialist

    2 weeks ago

    Montréal, Canada Ubisoft Full time

    **Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...

  • Customer Care Specialist

    4 weeks ago

    Montréal, Canada Amilia Full time

    **Who we are**:Amilia is more than just a tech company - we’re a close-knit community made up of caring, entrepreneurial-minded individuals. Our multi-disciplinary team members will challenge and support you on every project. We care about our work, our colleagues, and our clients! **What we do**:We provide an eCommerce platform for activities and...

  • Customer Experience Specialist

    2 weeks ago

    Montréal, Canada GURUS Solutions Full time

    Our Customer Experience Specialist will focus on maintaining and growing the company's existing relationships with clients by leveraging Gurus' solutions and services. You will be assigned to specific clients with the task to foster meaningful long-term partnerships with them. The Customer Experience Specialist role is to understand the customer's needs,...

  • Customer Feedback Specialist

    5 days ago

    Montréal, Canada Nestle Full time

    **Position Snapshot** **Business area: Nespresso Canada** **Job title: Customer Feedback Specialist** **Location: Montreal, QC; Hybrid** **Benefits** - Comprehensive total rewards benefits package including Health and Dental benefits that start on day one of employment - Company matched pension plan - Three weeks of Vacation and six personal days...

  • Customer Marketing Specialist

    5 days ago

    Montréal, Canada Transat Tours Canada Full time

    Company Description Be part of the journey! Come aboard a committed and human company that needs you! Why should you join our team? We offer the pride of working for a local company with an international reach, with professionals who are passionate about travel! You will evolve in a stimulating telecommuting environment where team cohesion is paramount....

  • Client Support Specialist

    1 week ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    Customer Service, support / Permanent, full time / Remote / bilingual_ **Bilingual Customer Support Specialist** Acting as the primary point of contact for iA Securities Head Office and Advisors across Canada, the Customer Support Specialist provides assistance, guidance and direction in all areas of iA Securities’ operations. **Your...

  • Technical Support Specialist

    7 days ago

    Montréal, Canada Aptos LLC Full time

    **Making a job change is a big decision. Why consider Aptos?** You will join a team of remarkable colleagues who are committed and passionate about creating and delivering leading-edge solutions to the retail market. You will be part of an exciting growth journey where we will do everything possible to help you reach and exceed your career dreams. Our...

  • Technical Support Specialist

    2 weeks ago

    Montréal, Canada Vacation Tracker Full time

    **Technical Support Specialist** Vacation Tracker is growing and we are seeking passionate, driven and customer-centric individuals to join our Support Team. You’ll be part of a small group of extraordinarily talented people who love what they do, get excited by innovative ideas, and aren’t afraid to show it. Enthusiasm, creativity, and collaboration...