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Customer Operations Associate

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Deadline: 26/08/2026

Skills for this role

Skills we detected for this role.

  • Salesforce

Opportunity brief

Ethos Life is hiring for the role of Customer Operations Associate!

Responsibilities of the Candidate:

  • 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
  • Identify opportunities for process improvements for assigned functions, collaborating with management to implement agreed upon solutions

Requirements:

  • 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.

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