This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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