Client Operations Associate

Position:
Client Operations Associate

Company:
Ethos

Location:
India, Bangalore

Employment type:
Not Specified

Work Arrangement:
Not Specified

Short Summary:
As a Client Operations Associate, you will be the point of contact for inbound support, assisting customers with policy servicing needs, including coverage questions, billing updates, and general policy administration. This role blends customer communication with back-office processing, ensuring each interaction is handled efficiently and compliantly.

Responsibilities:
- Possess and utilize strong understanding of Ethos products and processes
- Maintain accurate policy records and document client interactions in Salesforce
- Navigate internal systems to verify customer information and update records
- Partner with cross-functional teams to escalate complicated cases
- Use phone etiquette and time-management skills to balance call volume
- Achieve individual and team goals for production and quality
- Identify and propose process improvements
- Uphold transparency and ethical standards in all communications

Requirement:
- 3+ years experience in operations, customer support, or related role
- Experience in life insurance or financial services preferred
- Strong verbal and written communication skills
- Proficiency with policy administration systems, Salesforce or CRM tools
- Curious, problem-solving mindset with a drive to identify improvements
- Ability to prioritize tasks and manage time efficiently
- Adaptability to navigate changing priorities
- Ability to work independently and collaborate with various departments
- Bachelor’s degree preferred

Benefits:
Not Specified