Client Operations Associate
Ethos LifeLife Insurance company
Bangalore, IndiaMid
Sequoia Capital
Accel
Google Ventures
Goldman Sachs
General Catalyst
SoftBank
Operations & Strategy
About the role
TL;DR
Provide customer support and policy administration for life insurance clients.
- •As a Client Operations Associate, you will be the primary point of contact for inbound support, assisting customers with policy servicing needs.
- •This role involves customer communication and back-office processing, requiring efficiency, compliance, and attention to detail.
- •Key Responsibilities Assist customers with policy servicing needs, including coverage questions and billing updates.
- •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 resolve policy discrepancies.
- •Identify and propose process improvements to enhance efficiency and customer satisfaction.
- •Requirements 3+ years of experience in operations, customer support, or a related role.
- •Prior experience supporting U.S.-based customers.
- •Strong verbal and written communication skills with a customer-first mindset.
- •Proficiency with policy administration systems, Salesforce, or CRM tools.
- •Curious, problem-solving mindset with a drive to implement process improvements.
Required skills
SalesforceCRM
Domain expertise
insurtech
Tech stack
SalesforceCRM