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Ethos is a life insurance technology company transforming how life insurance is bought, sold, and underwritten through a three-sided platform serving consumers, agents, and carriers. The company offers instant, accessible products with a seamless online process requiring no medical exams.
As a Policy Administration Associate, you will deliver exceptional experiences to Ethos policyholders while fulfilling third-party administrator (TPA) duties. This role requires strong attention to detail, cross-functional collaboration, and organizational excellence.
Key responsibilities include:
- Managing high-volume policy servicing requests and complex transactions while meeting service level expectations
- Maintaining accurate policy records and documenting client interactions
- Partnering with CX, Sales, Underwriting, and Product/Engineering teams to resolve customer requests and escalations
- Meeting individual and team production and quality goals to ensure positive customer experience and compliance
- Identifying process improvement opportunities and collaborating with stakeholders to implement solutions
- Handling customer phone calls to deliver dedicated phone-based support
You should bring 3+ years of experience in operations, customer support, customer success, or a related role. Life insurance or related industry experience is preferred. You'll need proficiency with Salesforce or equivalent support/help desk software, strong intellectual curiosity, excellent time management, and adaptability. Phone presence and written communication skills are essential, along with the ability to work independently and collaborate across departments.
