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Client Operations Specialist

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Ethos

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Location:
India , Bangalore

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

As a Client Operations Specialist, you will serve as a trusted subject-matter resource within Client Operations, handling more complex policy servicing needs and supporting high-quality customer experiences across the policy lifecycle. In addition to managing inbound support, you will take increased ownership of case resolution, proactively identify issues, and contribute to process improvements that drive operational efficiency and compliance. This role blends advanced customer communication, problem solving, and operational execution.

Job Responsibility:

  • Serve as a primary point of contact for inbound client support, resolving complex policy servicing inquiries
  • Demonstrate a deep understanding of Ethos products, processes, and regulatory requirements
  • Independently manage and resolve escalated or non-standard cases
  • Maintain accurate and complete policy records, documenting client interactions and outcomes in Salesforce
  • Navigate and reconcile multiple internal systems to verify customer information
  • Partner closely with cross-functional teams to resolve policy discrepancies
  • Balance call volume, follow-up work, and documentation through effective time management
  • Consistently meet or exceed individual and team performance goals
  • Identify operational gaps or inefficiencies and proactively propose process improvements
  • Support onboarding and knowledge sharing by acting as a peer resource for associates
  • Uphold transparency, ethical standards, and professionalism in all communications

Requirements:

  • 4+ years of experience in operations, customer support, customer success, or a related role
  • Experience in life insurance, financial services, or a highly regulated industry preferred
  • Demonstrated experience supporting U.S.-based customers
  • Strong verbal and written communication skills
  • Proficiency with policy administration systems and CRM tools such as Salesforce
  • Strong analytical and problem-solving skills
  • Proven ability to identify, recommend, and help implement process improvements
  • Excellent organizational and time-management skills in a fast-paced environment
  • Adaptability to changing priorities while maintaining accuracy and attention to detail
  • Ability to work independently with minimal oversight and collaborate effectively across teams
  • Bachelor’s degree preferred

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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