Policy Administration Associate

About the Company

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. Ethos is redefining how life insurance is bought, sold, and underwritten.

Responsibilities

• Manage a high volume of policy servicing requests and complex transactions
• Maintain accurate policy records and client interaction transactions
• Partner with CX, Sales, Underwriting, and Product/Engineering teams to resolve escalations
• Meet individual and team production and quality goals for compliance and customer experience
• Identify process improvement opportunities and collaborate with stakeholders to implement solutions
• Support internal product development through testing and QA of new tools

Requirements

• 3+ years of experience in operations, customer support, or customer success
• Proficiency with Salesforce or equivalent support/help desk software
• Excellent time management and prioritization skills
• Strong written and verbal communication skills
• Ability to work independently and collaboratively

Preferred Qualifications

• Experience in the life insurance or related industry
• Bachelor's degree