Customer Operations Associate at Ethos Life

📋 Description

• Serve as main contact for inbound customer and agent inquiries via phone, email, chat, SMS.
• Maintain accurate policy records and document interactions in Salesforce.
• Provide clear information to agents on policy status, compensation, and details.
• Navigate internal systems to verify information and update records.
• Develop understanding of Ethos products, processes, and partner systems.
• Build rapport with customers and agents through empathetic communication and collaborate with cross-functional teams to resolve issues.

🎯 Requirements

• 1–3 years in customer support, success, or operations
• Experience supporting U.S.-based customers
• Strong verbal and written communication, customer-first
• Proficiency with Salesforce, CRM tools, or help desk software
• Familiarity with policy administration systems and partner agent platforms
• Bachelor's degree preferred