Customer Operations Associate
Core
Deliver exceptional customer and agent support for a life insurance technology platform, ensuring accuracy in policy status and compensation information.
Role type
Customer Operations Associate (Customer Support)
Builds
Consumer policy information and partner agent systems
Domain
Life Insurance Technology
Deliverable
client delivery
Required skills
problem solving, attention to detail, communication, time management, organization, adaptability, phone presence, written communications
Preferred skills
life insurance industry experience, Salesforce proficiency
Technologies
Salesforce
Responsibilities
Ensure accuracy in information communicated to agents regarding policy status and compensation; Provide service via email, live chat, SMS, and phone; Identify customer/agent needs and process requests efficiently; Identify opportunities for process improvements.
Seniority
Mid-level, hands-on IC