Insurance Customer Operations Associate

1 Month ago • 1 Years + • Operations

Job Summary

Job Description

The Insurance Customer Operations Associate will support the insurance operations team by investigating issues, documenting findings, and assisting with customer experience issues. The role involves collaborating with cross-functional partners to maintain accurate, compliant, and customer-friendly insurance policy workflows. Responsibilities include investigating policy administration issues, documenting incidents, assisting with inquiries, communicating changes to stakeholders, processing financial tasks, conducting quality assurance testing, executing manual procedures, and identifying process improvements.
Must have:
  • 1+ year(s) of US insurance experience
  • Strong organizational and documentation skills
  • Analytical mindset
  • Proficient with Google Workspace and productivity tools
  • Effective communication skills
Good to have:
  • Experience with SQL preferred

Job Details

About Ethos

Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. 

We leverage deep technology and data science to streamline the life insurance process, making it more accessible and convenient. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes! We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. Our full-stack technology platform is the backbone of family financial health.

We make getting life insurance easier, faster and better for everyone. 

Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families! 

About the Role

Ethos is looking for an Insurance Customer Operations Associate to join our Customer Experience team. In this role, you will play a key part in supporting our insurance operations team by triaging issues, documenting findings, and assisting with issues that impact the customer experience. You’ll collaborate with cross-functional partners to ensure our insurance policy workflows remain accurate, compliant, and customer-friendly.This is an excellent opportunity for someone early in their insurance operations career who is eager to learn, is detail-oriented, and excited about helping Ethos maintain a high bar of service and operational accuracy.

Duties and Responsibilities:

  • Support the investigation of issues affecting the administration of Ethos insurance policies.
  • Help document operational incidents and assist in tracking trends and recurring issues.
  • Assist with internal triage of product and policy-related inquiries raised by customer-facing teams.
  • Collaborate with senior team members to communicate known issues and product changes to internal stakeholders.
  • Processing of financial and administrative tasks related to new launches and product stabilization.
  • Assist with quality assurance testing and validation of new features or updates to existing tools.
  • Execute defined manual procedures to ensure consistent service and compliance where automation gaps exist.
  • Possess and utilize strong understanding of Ethos products and processes
  • Contribute to identifying and documenting process inefficiencies or opportunities for improvement.
  • Escalate high-impact or time-sensitive issues to appropriate stakeholders promptly.
  • Meet individual quality and productivity goals while upholding compliance and customer experience standards.

Skills and Qualifications:

  • 1+ year(s) of experience in the U.S. insurance industry; familiarity with policy administration and compliance strongly preferred.
  • Strong organizational and documentation skills with a high level of attention to detail.
  • Analytical mindset with curiosity for understanding how systems and processes work.
  • Comfortable navigating ambiguity and asking questions to clarify next steps.
  • Proficient in using Google Workspace (Docs, Sheets, Drive), Slack, and other productivity tools.
  • Effective communicator who can clearly summarize findings and provide relevant context to peers.
  • Team-oriented with a willingness to learn from others and take on new challenges.
  • 1+ years of experience with SQL preferred

#LI-AK1

#LI-Onsite

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 who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. 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.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

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About The Company

Ethos was built to make it faster and easier to get term life insurance. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. Using predictive analytics, we are able to transform a traditionally 15-week process into a modern digital experience for our users. Ethos has raised over $400 million from Sequoia Capital, SoftBank Vision Fund 2, Accel, and Google Ventures (GV). We are scaling quickly and looking for passionate people to join us in our mission to protect the next million families!

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

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Bengaluru, Karnataka, India (Hybrid)

Bengaluru, Karnataka, India (On-Site)

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