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The Client Operations Manager leads a team responsible for delivering high-quality policy servicing and customer support across the policy lifecycle. This role is accountable for team performance, operational excellence, and consistent delivery of compliant, customer-first experiences.As a people manager, you will develop and coach team members, drive performance against service and quality metrics, and partner cross-functionally to improve processes, resolve systemic issues, and scale operations effectively. This role requires strong judgment, leadership presence, and the ability to balance day-to-day execution with strategic improvement initiatives.
Job Responsibility:
Lead, coach, and develop a team fostering a culture of accountability, collaboration, and continuous improvement
Conduct regular one-on-ones, performance reviews, goal setting, and career development planning for direct reports
Support hiring, onboarding, and training of new team members in partnership with People and Operations leadership
Serve as an escalation point for complex customer, policy, or performance-related issues
Own day-to-day operations for the team, ensuring consistent execution of policy servicing, documentation, and customer communication
Monitor and manage team performance against key metrics including productivity, quality, SLAs, compliance, and customer experience
Ensure adherence to regulatory requirements, internal controls, and Ethos policies across all client interactions
Identify trends in case volume, error rates, or customer feedback and take corrective action as needed
Partner closely with Product, Engineering, Compliance, Legal, Carrier Relations, and Partnership Operations to resolve complex issues and drive operational alignment
Provide operational input into product or process changes, representing the voice of Client Operations
Collaborate with stakeholders to address root causes of recurring issues and prevent downstream impacts
Identify operational inefficiencies, risks, or gaps and lead initiatives to improve workflows, tooling, and documentation
Drive standardization and best practices across the team to support scalability and consistency
Support implementation of new tools, systems, or processes, ensuring team readiness and adoption
Contribute to strategic planning and roadmap discussions related to Client Operations
Prepare and deliver regular reporting on team performance, trends, risks, and improvement initiatives to leadership
Communicate clearly and effectively with internal stakeholders regarding operational status, challenges, and outcomes
Reinforce transparency and ethical standards in all communications and decisions
Requirements:
6+ years of experience in operations, customer support, client services, or a related field
3+ years of people management experience, preferably leading frontline or operations teams
Experience in life insurance, financial services, or another highly regulated industry strongly preferred
Proven ability to manage performance, coach team members, and drive measurable results
Strong understanding of operational metrics, quality frameworks, and compliance requirements
Excellent verbal and written communication skills, with the ability to influence across levels
Demonstrated success leading process improvement and change management initiatives
Strong organizational and prioritization skills in a fast-paced environment
Ability to make sound decisions with incomplete information and manage ambiguity effectively