Become efficient in systems dealing with both consumer policy information as well as partner agent systems
Able to understand and communicate complex agent payments and contract details
Provide excellent service via email, live chat, SMS, and phone, and providing answers to incoming inquiries relating the partner insurance agent and their business
Develop strong understanding and knowledge of Ethos products and processes in order to support customers/agents and act as a resource for partnership account managers
Identify customer/agent needs and process requests efficiently and effectively within defined service levels
Build rapport and gain the respect of agents through clear and transparent communication
Meet individual and customer support team goals and objectives
Identify opportunities for process improvements for assigned functions, collaborating with management to implement agreed upon solutions
Qualifications and Skills
1- 3 years experience in customer support, customer success, operations, or related role
Experience in life insurance or related industry a plus, but not required
Very detail oriented, especially while working with agent compensation and contract details
Bachelor’s degree preferred
Proficiency working with Salesforce or equivalent support/help desk software preferred, but not required
Strong intellectual curiosity and drive to solve problems
Excellent time management , highly organised and prioritization necessary to balance all responsibilities
Possess grit and can adapt to changes quickly
Adaptable to change and ability to change tasks quickly with maintaining attention to detail
Excellent phone presence , screen navigation and written communications skills.
#LI-Onsite
#LI-PA1
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.
