Our Firm



Customer Support Specialist I - Accounting - January 2020 Start

Entry Level

Vertafore | Customer Support

Vertafore is looking for a Customer Support Specialist (CSS), Accounting Support to combine their experience in accounting and/or bookkeeping in a call center environment 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.



  • Provides a best effort to answer or resolve a Customer query or issue on the first contact
  • Provides clear and concise documentation on Customer reported issues, and subsequent resolution
  • Completes other duties as assigned by manager
Skills & Requirements


  • Exceptional interpersonal and customer support experience required.
  • Excellent verbal and written communication skills.
  • Strong analytical and critical thinking skills
  • Proficiency in troubleshooting computer software, networks and operating systems. Knowledge and/or experience with database platforms a plus.
  • Proficient with Microsoft Office Products.
  • Accounting/Bookkeeping experience
  • Experience supporting customers thru a variety of contact channels including chat, email and phone.
  • Bilingual Spanish speaking encouraged.
  •  In-depth knowledge and understanding of accounting areas (but not limited to) such as journal entries, accounts payable, accounts receivable, general ledgers and invoicing 
  • Accounting degree preferred


WHY VERTAFORE: Be part of the transformation, unleash your potential and make an impact!

Over the past 40 years, Vertafore has advanced the business of insurance by bringing together the best software in the industry to help agencies, carriers, and MGAs run their organizations. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, cut costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore helps our customers deliver exceptional value to their clients with innovative, intuitive, and comprehensive products and services. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most.

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 orientation, genetic information, or any other characteristic protected by state