Policy Administration Associate
Summary
Process life-insurance policy transactions, resolve customer requests, and maintain records while collaborating with CX, Sales, and Underwriting teams.
About Ethos
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.
About the role
As a Policy Administration Associate at Ethos you will be responsible for delivering an exceptional experience to Ethos policy holders and upholding our duties as a third-party administrator (TPA). To succeed in this role, you should have strong attention to detail and follow through, enjoy working cross-functionally, and be highly organized.
Duties and Responsibilities:
- Possess and utilize strong understanding of Ethos products and processes
- Manage a high volume of policy servicing requests and other complex transactions while meeting established service level expectations
- Maintain accurate policy records and transactions with client interactions
- Partner with colleagues in CX, Sales, Underwriting, and Product/Engineering to resolve customer requests and escalations
- Meet individual as well as team production and quality goals to ensure a positive customer experience as well as compliance for Ethos
- Identify opportunities to improve processes and collaborate with internal and external stakeholders as well as management to implement agreed upon solutions
- Handle customer phone calls as required to deliver dedicated phone-based support
Qualifications and Skills:
- 3+ years experience in operations, customer support, customer success, or related role
- Experience in life insurance or related industry preferred
- Bachelor’s degree preferred
- Proficiency working with Salesforce or equivalent support/help desk software
- Strong intellectual curiosity and drive to solve problems
- Excellent time management and prioritization necessary to balance all responsibilities
- Adaptable to change and ability to change tasks quickly with maintaining attention to detail
- Excellent phone presence and written communications skills
- Experience handling inbound and/or outbound phone calls in a customer service or support environment
- Ability to work independently as well as collaborate with various departments
- Creative approach to problem solving
#LI-Onsite
#LI-PA1
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
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Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.