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Ethos Life Technologies
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Client Operations Associate

Client Operations Associate

Ethos Life Technologies

3 - 8 years

1 - 5 Lacs

bengaluru

Posted:3 days ago| Platform:

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Skills Required

san associate operations diversity and inclusion billing customer support data integrity back office processing financial services crm salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the role

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 up , and general policy administration. This role blends customer communication with back-office processing, ensuring each interaction is handled efficiently, compliantly, and with exceptional attention to detail. To succeed in this role, you must possess strong attention to detail and follow through, enjoy working cross-functionally, and be highly organized.

Roles and Responsibilities:

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 up 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
Identify and propose process improvements, working with stakeholders and management to implement solutions that enhance efficiency and customer satisfaction
Uphold transparency and ethical standards in all communications and actions, aligning with Ethos policies and values

Skills and qualifications:

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
Ability to prioritize tasks and manage time efficiently in a fast-paced environment
Adaptability to navigate changing priorities and processes while maintaining accuracy and focus
Ability to work independently as well as collaborate with various departments
Bachelor s degree preferred

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Client Operations Associate