Client Operations Associate

📋 Description

• Understand Ethos products and processes
• Update policy records and document interactions in Salesforce
• Verify customer info, review coverage, and update records
• Escalate complicated cases with cross-functional teams
• Balance calls, follow-ups, and documentation with time management
• Propose process improvements with stakeholders to boost efficiency

🎯 Requirements

• 3+ years experience in operations or customer support
• Experience in life insurance or financial services preferred
• Prior experience supporting U.S.-based customers
• Strong verbal and written communication with a customer-first mindset
• Proficiency with policy administration systems and Salesforce/CRM
• Curious, problem-solving mindset with drive to improve processes
• Ability to prioritize tasks and manage time in a fast-paced env
• Adaptability to changing priorities while maintaining accuracy
• Ability to work independently and with multiple departments
• Bachelor's degree preferred