Ethos Life
Technology
ClientOperationsAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Operations Associate at Ethos Life. Skills: Customer support, Policy servicing. Understand Ethos products. Understand Ethos processes”
What You'll Achieve.
Ensure positive customer experience; Ensure compliance
Industry & Context.
Problem-solving mindset
What They're Looking For.
Must Have
3+ years experience in operations, 3+ years experience in customer support, 3+ years experience in customer success, 3+ years experience in related role, Proficiency working with policy administration systems, Proficiency working with Salesforce, Proficiency working with CRM tools, Ability to prioritize tasks, Ability to manage time efficiently
Nice to Have
Experience in life insurance, Experience in financial services, Experience in similar industry, Prior experience supporting U. S. based customers, Bachelor’s degree preferred
What You'll Do.
Understand Ethos products
Understand Ethos processes
Maintain accurate policy records
Document client interactions
Verify customer information
Review coverage details
Partner with cross-functional teams
Escalate complicated cases
Resolve policy discrepancies
Achieve individual goals
Identify process improvements
Propose process improvements
Uphold ethical standards
How You'll Work.
Team & Collaboration
Cross-functional teams; Various departments
Communication Scope
Verbal communication; Written communication
Full Job Description
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 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 efficienc
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