Client Operations Associate
On-site · Bengaluru, Karnataka, India
Job Summary
Client Operations Associate at Ethos focusing on inbound policy servicing support, including coverage questions, billing updates, and policy administration. Responsibilities include maintaining accurate policy records in Salesforce, verifying customer information, collaborating with cross-functional teams to resolve policy discrepancies, managing call and task volume with strong time-management, and driving production and quality goals while upholding regulatory compliance and Ethos policies. Requires 3+ years in related roles, experience with life insurance or financial services preferred, and proficiency with Salesforce/CRM; bachelor;s degree preferred. This role emphasizes attention to detail, organizational skills, and ethical communication aligned with Ethos values.
Required Qualifications
- 3+ years experience in operations, customer support, customer success, or related role
- Experience in life insurance, financial services, or similar industry preferred
- Prior experience supporting U.S.based customers
- Strong verbal and written communication skills with a customer-first mindset
- Proficiency working with policy administration systems, Salesforce or CRM tools
- Curious, problem-solving mindset with a drive to identify and implement process improvements
- Ability to prioritize tasks and manage time efficiently in a fast-paced environment
- Adaptability to navigate changing priorities and processes while maintaining accuracy and focus
- Ability to work independently as well as collaborate with various departments
- Bachelors degree preferred
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