Customer Operations Associate

Ethos Watch; Bengaluru; On-site; INR 600,000 - 850,000; Full time

Job summary

Ethos Watch is seeking a Customer Experience Associate in Bengaluru to deliver exceptional support to both new and existing customer/insurance agents referring business. You will focus on accurate policy details, agent compensation, and clear communication across channels.

The role emphasizes problem solving, strong attention to detail, and efficient system use while helping agents and partner account managers. A dynamic, customer-first environment awaits.

Qualifications

• 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.

Responsibilities

• Ensure accuracy in information communicated to agents about policy status and the agent s compensation.
• 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 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.

Skills

Customer support

Communication skills

Detail oriented

Problem solving

Time management

Adaptability

Grit

Salesforce

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Job Summary

As a Customer Experience Associate at Ethos you will be responsible for delivering an exceptional experience to both new and existing customer/ insurance agents who refer business to Ethos. To succeed in this role, you should have a relentless focus on the customer, strong attention to detail and problem solving skills, and exceptional communication skills. Ethos is looking for a Customer Support Associate who thrives on helping customers and solving problems as well as working in a dynamic environment. Creating a positive customer experience is of the utmost importance to Ethos and will continue to determine our success in the life insurance industry.

Responsibilities

• Ensure accuracy in information being communicated to agents, especially when it comes to policy status and the agent s compensation
• 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.

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