Job Requirements
1 - 3 years of experience
This job post is managed by
iswan
Last active 2 years ago
Skills
Job description for Operations & Strategy Associate at PolicyPal
You will be
Come take ownership of our customer experience as well as playing a role in improving the process cross-functionally with key partners across Marketing, Product, Finance and Engineering to solve issues and create effective, scalable solutions. You will be part of a team dedicated to creating the best customer experience for PolicyPal, enabling consumers to learn about personal finance. Here at PolicyPal, we strive to provide opportunities for our team to learn, grow and thrive.
Responsibilities
- Develop, implement, and review operational policies and procedures
- Communicate and create best in class customer experience through inbound customer requests via call, live chat and email
- Manage all insurance quotations and provide prompt, persistent and tactful follow up with customers to close the sales cycle
- Identify and assess customers’ needs to achieve resolution of requests and issues
- Work with cross-functional teams (i.e. Product, Marketing and Finance) to streamline processes to facilitate solving customer issues accurately and efficiently
- Create process enhancements and efficiencies via proactive improvement projects
- Assist to ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations
- Follow and assist in improving communications guidelines and policies
- Assist HR with recruiting when necessary
- Participate in quarterly and annual audits
Requirements:
- A minimum of 1 year of relevant experience in finance/ insurance/ startup
- Prior experience in startup or tech/ consulting companies is a plus!
- Driven to be a problem solver and independent thinker
- Meticulous, committed and a strong team player
- Self-motivation with an ability to work on your own initiative
- A customer-centric mindset - Motivated to solve problems for customers and the team
- Break complex problems into smaller ones and enjoy working with data to facilitate your work
- Experience working with tools such as SQL, Python and Excel is an added bonus, but not required