CareerPlan

Customer Operations Associate

OnsiteFull-time2026-10-17
On-site

Core

Deliver exceptional customer experience and operational support to new and existing insurance agents, ensuring accuracy in policy status and compensation information.

Role type

Customer Operations Associate (Insurance)

Builds

Ethos life insurance products and agent partnership services

Domain

Life Insurance

Deliverable

client delivery

Required skills

problem solving, attention to detail, communication, time management, organization, adaptability, phone presence, written communications

Responsibilities

Ensure accuracy in information communicated to agents regarding policy status and compensation; Provide service via email, live chat, SMS, and phone; Process agent requests efficiently within defined service levels; Identify opportunities for process improvements and collaborate on solutions.