Customer Operations Associate

Added
5 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm salesforce customer service helpdesk_software

📋 Description

  • Serve as main contact for inbound customer and agent inquiries via phone, email, chat, SMS.
  • Maintain accurate policy records and document interactions in Salesforce.
  • Provide clear information to agents on policy status, compensation, and details.
  • Navigate internal systems to verify information and update records.
  • Develop understanding of Ethos products, processes, and partner systems.
  • Build rapport with customers and agents through empathetic communication and collaborate with cross-functional teams to resolve issues.

🎯 Requirements

  • 1–3 years in customer support, success, or operations
  • Experience supporting U.S.-based customers
  • Strong verbal and written communication, customer-first
  • Proficiency with Salesforce, CRM tools, or help desk software
  • Familiarity with policy administration systems and partner agent platforms
  • Bachelor's degree preferred
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