Estate Planning Support Associate

Added
3 days ago
Type
Full time
Salary
Salary not provided

Related skills

payments customer support account management salesforce help desk

📋 Description

  • Ensure accuracy in agent policy status and compensation.
  • Navigate consumer and partner agent systems efficiently.
  • Explain complex agent payments and contract details.
  • Provide service via email, chat, SMS, and phone; respond to agent inquiries.
  • Develop knowledge of Ethos products to support customers and agents.
  • Identify needs and process requests within defined service levels.
  • Build rapport with agents through clear, transparent communication.
  • Meet individual and team support goals.
  • Identify improvements and collaborate with management to implement solutions.
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