Client Operations Associate

📋 Description

• Possess and utilize strong understanding of Ethos products and processes
• Maintain accurate policy records and document client interactions in Salesforce, ensuring data integrity and compliance with regulatory standards
• Navigate internal systems to verify customer information, review coverage details, and update records
• Partner with cross-functional teams to escalate complicated cases or resolve policy discrepancies
• Use phone etiquette and time-management skills to balance call volume, follow-up tasks, and documentation
• Achieve individual and team goals for production and quality to ensure a positive customer experience as well as compliance for Ethos

🎯 Requirements

• 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