Related skills
crm salesforce email support help desk live chat📋 Description
- Ensure accuracy when communicating policy status and agent compensation to agents
- Become proficient with systems handling consumer policy data and partner agent data
- Understand and explain complex agent payments and contract details
- Provide service via email, live chat, SMS, and phone to partner agents
- Build knowledge of Ethos products to support customers/agents and assist account managers
- Identify customer/agent needs and process requests within defined service levels
🎯 Requirements
- 1-3 years experience in customer support, customer success, operations, or related role
- Life insurance experience a plus, but not required
- Very detail oriented, especially with agent compensation and contract details
- Bachelor’s degree preferred
- Salesforce or equivalent support/help desk software preferred, but not required
- Strong intellectual curiosity and drive to solve problems
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