Customer Operations Associate

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Skills you'll use

What you'll do

• Ensure accuracy in information being communicated to agents, especially when it comes to policy status and the agent’s compensation
• Become efficient in systems dealing with both consumer policy information as well as partner agent systems
• Able to understand and communicate complex agent payments and contract details.
• Provide excellent service via email, live chat, SMS, and phone, and providing answers to incoming inquiries relating the partner insurance agent and their business
• Develop strong understanding and knowledge of Ethos products and processes in order to support customers/agents and act as a resource for partnership account managers
• Identify customer/agent needs and process requests efficiently and effectively within defined service levels
• Build rapport and gain the respect of agents through clear and transparent communication
• Meet individual and customer support team goals and objectives

Who can apply

• 1- 3 years experience in customer support, customer success, operations, or related role
• Experience in life insurance or related industry a plus, but not required
• Very detail oriented, especially while working with agent compensation and contract details
• Bachelor’s degree preferred
• Proficiency working with Salesforce or equivalent support/help desk software preferred, but not required
• Strong intellectual curiosity and drive to solve problems
• Excellent time management , highly organised and prioritization necessary to balance all responsibilities
• Possess grit and can adapt to changes quickly
• Adaptable to change and ability to change tasks quickly with maintaining attention to detail
• Excellent phone presence , screen navigation and written communications skills.

About Ethos Life

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