Related skills
crm customer support salesforce data integrity policy administration📋 Description
- Serve as primary contact for inbound client support; resolve complex policy issues
- Apply knowledge of Ethos products, processes, and regulatory requirements
- Independently manage escalated or non-standard cases with sound judgment
- Maintain accurate policy records and document interactions in Salesforce
- Reconcile data across internal systems to verify information and updates
- Partner with cross-functional teams to resolve complex policy discrepancies
🎯 Requirements
- 4+ years of experience in operations, customer support, customer success, or 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; ability to explain complex information clearly
- Proficiency with policy administration systems and Salesforce
- Bachelor's degree preferred
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