Policy Administration Associate

Ethoslife
Bangalore, IN
On-siteCareer-pivot friendly

Who this role is best for

Geared toward mid-level operations professionals with strong attention to detail and experience in customer support, particularly in the life insurance industry.

Best fit for

  • Individuals with experience in life insurance operations and customer support.
    — “Experience in life insurance or related industry preferred
  • Candidates who thrive in high-volume, detail-oriented environments.
    — “Manage a high volume of policy servicing requests
  • Problem-solvers who enjoy cross-functional collaboration.
    — “enjoy working cross-functionally

Things to consider

  • High-volume workload with service level expectations.
    — “Manage a high volume of policy servicing requests while meeting established service level expectations
  • Requires adaptability and quick task-switching.
    — “Adaptable to change and ability to change tasks quickly

How to stand out

  • Highlight experience with Salesforce or similar support software.
    — “Proficiency working with Salesforce or equivalent support/help desk software
  • Showcase examples of process improvement initiatives.
    — “Identify opportunities to improve processes
  • Demonstrate strong written and verbal communication skills.
    — “Excellent phone presence and written communications skills
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Junior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • positive customer experience
  • process improvements
  • team production goals
Typical background
customer supportoperationsproduct management

Skills & requirements

Required

Policy AdministrationCustomer ServiceProcess ImprovementCross-functional Collaboration

Preferred

Life Insurance KnowledgeProduct Development

Stack & domain

OperationsCustomer SupportCustomer SuccessLife InsuranceSalesforceTestingQaAttention To DetailTime ManagementProblem SolvingCommunicationCustomer ExperienceUnderwriting

About the role

Original posting from Ethoslife via Greenhouse

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

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

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 

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-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.

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

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.

Source: Ethoslife careers (Greenhouse)

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