Policy Administration Associate

3 Months ago • 3 Years + • Administartive

Job Summary

Job Description

As a Policy Support Specialist at Ethos, you will be responsible for providing an exceptional experience to Ethos policyholders while upholding duties as a third-party administrator (TPA). You will manage a high volume of policy servicing requests and complex transactions, maintain accurate policy records, and collaborate with various departments to resolve customer requests and escalations. This includes meeting service level expectations, identifying opportunities for process improvement, and supporting internal product development efforts. The role requires strong attention to detail, organizational skills, and the ability to adapt to changes quickly while maintaining a focus on customer experience and compliance.
Must have:
  • 3+ years experience in operations or customer support
  • Proficiency working with Salesforce or equivalent software
  • Strong intellectual curiosity and drive to solve problems
  • Excellent time management and prioritization skills
  • Adaptability to change and attention to detail
  • Excellent phone presence and written communication skills
  • Ability to work independently and collaborate with departments
  • Creative approach to problem solving
Good to have:
  • Experience in life insurance or a related industry
  • Bachelor’s degree

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

As a Policy Support Specialist 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. 

Roles 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
  • Support internal product development efforts, including testing and QA of new tools and functionality that may be used by CX, Sales, and Underwriting teams

Skills and qualifications: 

  • 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 
  • Can adapt to changes quickly
  • Adaptable to change and ability to change tasks quickly with maintaining attention to detail 
  • Excellent phone presence and written communications skills
  • Ability to work independently as well as collaborate with various departments
  • Creative approach to problem solving

#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!

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