ThreeFlow is looking for teammates who are naturally curious and love to ask questions, even when it means questioning industry standards. We cultivate an inclusive culture where everyone can contribute, grow, and feel valued. The Product Specialists at ThreeFlow support their teammates to deliver value to our broker clients and carrier partners to drive mutual growth, while converting them to ThreeFlow champions. You’ll work closely with a cross-functional team to think outside of the box and problem solve.

You’ll know you are a top performer when you consistently receive top satisfaction scores from our clients. You’ll become an authority in the ThreeFlow product, which will ensure you can effectively help our customers with a mix of instructing and troubleshooting. While helping customers is your core focus, you also get an opportunity to work on a variety of projects with departments across ThreeFlow.

About the role

Serve as the frontline for addressing and resolving client and partner inquiries, delivering outstanding service, and troubleshooting issues.
Your analytical skills are critical as you respond to clients (including insurance brokers/consultants and carriers) via Zoom, email, and chat.
Partner with Support Engineer on technical resolution.
Use data to identify opportunities to improve our product, user resources, and messaging.
Anticipate potential issues and build action plans with cross-functional teammates that lead to favorable resolutions.

About you

Interest in the insurance and technology/SaaS industry.
Excellent communication skills with the ability to provide clear and concise guidance through emails, calls, or virtual meetings.
Adaptability and willingness to learn as products and technologies evolve.
Cross-functional experience in communicating and maintaining relationships with internal partners.
Ability to switch between tactical and strategic tasks, using data to drive scalable solutions and improvements.
Meticulous attention to detail, strong organization skills, and the ability to prioritize tasks.
Hard-working self-starter capable of managing multiple projects in a dynamic environment.

Minimum requirements

Bachelor’s degree.
One year of experience with employee benefits insurance (life, disability, dental, vision, worksite, and/or medical).
Strong written and verbal communication skills.

Preferred requirements

Prior instructing, research, or tutoring experience.
Experience with technology.

Please note that immigration sponsorship (H-1B, TN, etc.) is not currently available for this position.

Notice

Scams in which fraudsters impersonate legitimate businesses for personal gain are on the rise and can come in many forms. ThreeFlow doesn’t interview candidates via email, and job offers are only extended by the hiring manager after a thorough interview process involving phone and/or Zoom interviews. Our recruiters only use @threeflow.com email addresses, and we’ll never ask you to provide sensitive information like your social security number or bank account details as a part of our interview process or through a PDF form. If you receive a suspicious email regarding a position or job offer with ThreeFlow, please don’t respond. Report it as spam, and forward that email to [email protected].

Our (FTE) benefits

Competitive salary and equity
Comprehensive health benefits for you and your family
401(k) plan
Generous paid time off
Paid parental leave
Stipend to improve your work from home experience
Stipend for learning and development

Our values

ThreeFlow’s core values are the foundation of our culture and remain constant as we grow.

Constantly push boundaries
We think beyond what might be easy or obvious when we’re problem solving. We get scrappy and creative in front of hurdles.
Collaborate enthusiastically
Our collaboration as a team is our most valuable asset. We’re able to go farther when we act together.
Work with respect
We’re deliberate, honest, and kind with the words and actions we use. We believe people have positive intent with their actions.
Grow together
We value developing ourselves personally and professionally to achieve our goals. We encourage taking chances and celebrate curiosity.

About ThreeFlow

ThreeFlow is a Benefits Placement System, a new category of enterprise software that allows benefits brokers and insurance carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details they need to make better decisions. By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions making busy people more productive. Learn more at threeflow.com

ThreeFlow is committed to building an inclusive working environment regardless of gender, sexual orientation, religion, ethnicity, race, education, age, or other personal characteristics. We believe that people do their best work when they can be themselves, and we’re creating an environment to enable them to do just that.

Product Specialist

ThreeFlow

About the role

About you

Minimum requirements

Preferred requirements

Notice

Our (FTE) benefits

Our values

About ThreeFlow

6 month growth

1 year growth

2 year growth

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What believers are saying

What critics are saying

What makes ThreeFlow unique

Benefits