Client Operations Associate

We are looking for a Client Operations Associate to assist customers with policy servicing needs, including coverage questions, billing updates, and general policy administration. The role requires strong attention to detail, follow-through, and cross-functional collaboration. As a Client Operations Associate, you will be the point of contact for inbound support, ensuring each interaction is handled efficiently, compliantly, and with exceptional attention to detail.

Requirements

• 3+ years experience in operations, customer support, customer success, or related role
• Experience in life insurance, financial services, or similar industry preferred
• Prior experience supporting U.S. based customers
• Strong verbal and written communication skills with a customer-first mindset
• Proficiency working with policy administration systems, Salesforce or CRM tools
• Curious, problem-solving mindset with a drive to identify and implement process improvements
• Ability to prioritize tasks and manage time efficiently in a fast-paced environment
• Adaptability to navigate changing priorities and processes while maintaining accuracy and focus
• Ability to work independently as well as collaborate with various departments

Benefits

• Life insurance
• Financial services
• Customer support
• Process improvements