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Client Services Adviser I

Product | Cleveland, OH | Full Time

Job Description

About Us:

FormFire's market-leading software is used by health insurance carriers, brokers, and employers for benefits enrollment, quoting and compliance tracking.

We offer a challenging work environment where people are rewarded for outcomes, not face time. Our culture is designed to keep things simple so we can focus on the things that matter.

The Client Services team works directly with our end users, providing in-the-moment solutions to ensure our Clients’ ability to successfully maximize use of our products.   You'll help provide best-in-class customer service to our clients (and their clients).  


  • Master the use and application of our software platform and product offerings
  • Ensure the integrity of our data and compliance with HIPAA regulations
  • Provide online guidance to end users via inbound phone, chat and email
  • Be able to reference and employ common troubleshooting strategies
  • Think critically and logically to resolve escalated support issues
  • Participate in assigned project work based on the trends identified from chats and emails
  • Drive toward successfully hitting individual and department metrics such as turnaround time, quality of response and customer satisfaction
  • Identify opportunities to expand customer use of the product
  • Advise clients on best utilization of purchased services
  • Provide input to other internal teams on opportunities for product and training improvements
  • Actively participate in bi-weekly 1-on-1’s, highlighting ideas, concerns, problems, resolutions and ways to improve
  • Additional tasks as assigned by your manager

The ideal candidate meets these requirements:

  • Associates degree in Business, Human Resources or Communications from a two-year college or technical school and one to three years related experience, or the equivalent combination of education and experience
  • Everyone here works directly with customers. Candidates must be career-minded, eager to learn and improve, and have a sense of humor
  • Experience with Zendesk is a plus
  • Excellent communication skills. You need to be a very competent writer with the ability to explain complex topics in easy to understand and concise language
  • A genuine enjoyment of using technology and high level of proficiency with business software
  • The ability to rapidly switch gears while retaining focus on the bigger picture
  • Your personality reflects that you're resilient, adaptable, and can deal with ambiguity
  • Ability to work in our downtown Cleveland office
  • Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future


Health, dental, vision, LTD, STD, and group life insurance, 401k, PTO, company paid fitness incentive, and a zombie-free work environment.