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 Client Operations Associate you will be the point of contact for inbound support, assisting customers with policy servicing needs—including coverage questions, billing updates, and general policy administration. This role blends customer communication with back-office processing, ensuring each interaction is handled efficiently, compliantly, and with exceptional attention to detail. To succeed in this role, you must possess 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
- Maintain accurate policy records and document client interactions in Salesforce, ensuring data integrity and compliance with regulatory standards
- Navigate internal systems to verify customer information, review coverage details, and update records
- Partner with cross-functional teams to escalate complicated cases or resolve policy discrepancies
- Use phone etiquette and time-management skills to balance call volume, follow-up tasks, and documentation
- Achieve individual and team goals for production and quality to ensure a positive customer experience as well as compliance for Ethos
- Identify and propose process improvements, working with stakeholders and management to implement solutions that enhance efficiency and customer satisfaction
- Uphold transparency and ethical standards in all communications and actions, aligning with Ethos policies and values
Qualifications and Skills:
- 3+ years experience in operations, customer support, customer success, or related role
- Experience in life insurance, financial services, or similar industry preferred
- Prior experience supporting U.S.based customers
- Strong verbal and written communication skills with a customer-first mindset
- Proficiency working with policy administration systems, Salesforce or CRM tools
- Curious, problem-solving mindset with a drive to identify and implement process improvements
- Ability to prioritize tasks and manage time efficiently in a fast-paced environment
- Adaptability to navigate changing priorities and processes while maintaining accuracy and focus
- Ability to work independently as well as collaborate with various departments
- Bachelor’s degree preferred
#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.
Skills Required
- 3+ years experience in operations, customer support, customer success, or related role
- Experience supporting U.S.-based customers
- Proficiency working with policy administration systems
- Proficiency with Salesforce or other CRM tools
- Strong verbal and written communication skills with a customer-first mindset
- Strong attention to detail and ability to maintain accurate records and compliance
- Ability to prioritize tasks, manage time efficiently, and balance call volume with follow-up
- Ability to work independently and collaborate cross-functionally
- Curious, problem-solving mindset with drive to identify and implement process improvements
- Understanding of Ethos products and processes
- Experience in life insurance, financial services, or similar industry
- Bachelor's degree
What We Do
Ethos makes getting life insurance instant and easy. Our approach blends technology and industry expertise, and the human touch to deliver an incredible life insurance experience. Ethos has raised over $400 million of capital from Sequoia, Accel, Google Ventures, Goldman Sachs, Softbank and more. We are one of the largest U.S. life insurance issuers. We continue to scale quickly and are looking for passionate Ethosaurs to protect the next million families.
Why Work With Us
Ethos is powered by people from all kinds of backgrounds. We embrace a one-team, one-dream mentality, while encouraging Ethosaurs to speak their mind and act boldly, even in the absence of consensus. We believe in decentralized decision making - not decisions made by committee. Here you can have an impact and true ownership over your successes.
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