Customer Operations Associate

Ethoslife
Bangalore, India
On-siteCareer-pivot friendly

Who this role is best for

Customer support professionals with strong communication skills and a detail-oriented mindset will find this role in a fast-growing life insurance tech company in Bangalore, India.

Best fit for

  • Candidates with 1-3 years of customer support experience and adaptability to dynamic environments
    — “1- 3 years experience in customer support, customer success, operations, or related role
  • People who can act as a resource for partnership account managers while maintaining high service standards
    — “Develop strong understanding and knowledge of Ethos products and processes in order to support customers/agents and [REDACTED] a resource for partnership account managers

Things to consider

  • Experience in life insurance is preferred but not mandatory, indicating some domain learning may be expected
    — “Experience in life insurance or related industry a plus, but not required

How to stand out

  • Highlight experience with multi-channel support and complex data communication in your resume
    — “Provide excellent service via email, live chat, SMS, and phone
  • Emphasize your ability to manage detailed agent compensation and contract information clearly
    — “Able to understand and communicate complex agent payments and contract details
  • Showcase your experience in identifying process improvements and collaborating with management
    — “Identify opportunities for process improvements for assigned functions, collaborating with management to implement agreed upon solutions
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Providing excellent service to customers and agents
  • Identifying process improvements
Typical background
1-3 years experience in customer support or related roles

Skills & requirements

Required

Customer SupportProblem-solvingCommunicationAttention To Detail

Preferred

Life Insurance Industry Knowledge

Stack & domain

Customer SupportSalesforceLife InsuranceContract ManagementCommunicationProblem-solvingAttention To DetailTeamworkAdaptabilityCustomer ServiceInsuranceOperations

About the role

Original posting from Ethoslife via Greenhouse

About Ethos

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

As a Customer Experience Associate at Ethos you will be responsible for delivering an exceptional experience to both new and existing customer/ insurance agents who refer business to Ethos. To succeed in this role, you should have a relentless focus on the customer, strong attention to detail and problem solving skills, and exceptional communication skills.  

Ethos is looking for a Customer Support Associate who thrives on helping customers and solving problems as well as working in a dynamic environment. Creating a positive customer experience is of the utmost importance to Ethos and will continue to determine our success in the life insurance industry. 

Duties and Responsibilities:

Ensure accuracy in information being communicated to agents, especially when it comes to policy status and the agent’s compensation

Become efficient in systems dealing with both consumer policy information as well as partner agent systems

Able to understand and communicate complex agent payments and contract details

Provide excellent service via email, live chat, SMS, and phone, and providing answers to incoming inquiries relating the partner insurance agent and their business 

Develop strong understanding and knowledge of Ethos products and processes in order to support customers/agents and act as a resource for partnership account managers 

Identify customer/agent needs and process requests efficiently and effectively within defined service levels

Build rapport and gain the respect of agents through clear and transparent communication

Meet individual and customer support team goals and objectives

Identify opportunities for process improvements for assigned functions, collaborating with management to implement agreed upon solutions

Qualifications and Skills:

1- 3 years experience in customer support, customer success, operations, or related role

Experience in life insurance or related industry a plus, but not required 

Very detail oriented, especially while working with agent compensation and contract details

Bachelor’s degree preferred

Proficiency working with Salesforce or equivalent support/help desk software preferred, but not required

Strong intellectual curiosity and drive to solve problems 

Excellent time management , highly organised and prioritization necessary to balance all responsibilities 

Possess grit and can adapt to changes quickly

Adaptable to change and ability to change tasks quickly with maintaining attention to detail 

Excellent phone presence , screen navigation and written communications skills.

#LI-Onsite

#LI-PA1

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.

We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

Source: Ethoslife careers (Greenhouse)

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