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.