About us
Eterna Insurance Solutions is a licensed life insurance and retirement partner operating in all 50 states, headquartered in Irvine, California. We support a large network of independent agents across multiple carriers.
The role
We are looking for an Operations Analyst to work directly with our Director of Operations. You will be the day-to-day point of contact for many of our agents, and you will help us find and fix the places where our workflows slow down or break.
This is not a data-entry or inbox-only position. You will talk to agents, figure out why things go wrong, and build the systems that keep them from going wrong again.
What you will do
- Communicate with US-based independent agents by email, chat, and phone, resolving operational questions and escalating what needs escalation
- Map existing workflows end to end, identify bottlenecks and failure points, and recommend practical fixes
- Set up and maintain our CRM, including pipelines, fields, automations, and data hygiene
- Write and maintain process documentation so work is repeatable and handoffs are clean
- Track open items across agents and internal teams and make sure nothing sits unanswered
- Support the Director of Operations on recurring reporting and special projects
What we are looking for
- 3 to 5 years in an operations, customer operations, or business analyst role
- Clear, skilled English, written and spoken, to a US business standard. You will speak directly with US-based agents
- Hands-on experience configuring and administering a CRM (HubSpot, Salesforce, GoHighLevel, Zoho, or similar), not just using one
- The ability to look at a messy process, explain plainly what is wrong with it, and propose something better
- Strong organization and follow-through. You close loops without being reminded
- Solid Excel or Google Sheets skills
- Availability 12:00 pm to 9:00 pm US Eastern Time, Monday through Friday
Nice to have
Experience in insurance, an IMO, or another agent-base
📌 Operations Analyst (India)
🏢 Eterna
📍 India