Note: The job is a remote job and is open to candidates in USA. Talentoma is seeking a Client Operations Consultant to help agencies, carrier teams, and policyholders resolve service needs through practical operational guidance. The role reviews policy-related requests, clarifies client needs, coordinates cross-functional updates, tracks case outcomes, and prepares recommendations and reference materials.
Responsibilities
- Review requests involving policy changes, endorsements, renewals, and escalations
- Consult with client contacts to clarify needs and map service handoffs
- Coordinate updates among policy service, billing, and claims-adjacent teams
- Track case themes, turnaround patterns, and resolution outcomes in shared tools
- Prepare recommendations, reference guides, and follow-up notes for client discussions
Skills
- Experience supporting customers, agencies, or operational teams in a service setting
- Familiarity with policy transactions, premium questions, or renewal workflows
- Ability to translate client needs into clear requirements and next steps
- Comfort using spreadsheets, case queues, and collaboration platforms
- Sound judgment with sensitive account details and complex request escalation
Benefits
- Remote-first collaboration with structured team check-ins.
- Exposure to client operations and cross-functional consulting.
- Tools and learning resources for consistent client delivery.
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