Policy Administration Associate

Ethos Life; Bengaluru; On-site; INR 500,000 - 800,000; Full time

Job summary

Ethos is seeking a Policy Administration Associate in Bengaluru, India to deliver exceptional service to our policy holders. In this role, you will manage policy servicing requests, maintain accurate records, and collaborate with teams across the company to ensure customer satisfaction.

Ideal candidates will have 3+ years in operations or customer support, proficiency with Salesforce, and a bachelor’s degree preferred. Join us in our mission to democratize access to life insurance.

Qualifications

• 3+ years experience in operations, customer support, or related role.
• Strong intellectual curiosity and problem-solving skills.
• Excellent written and verbal communication skills.

Responsibilities

• Manage policy servicing requests efficiently.
• Maintain accurate policy records and transactions.
• Collaborate with various departments to resolve customer issues.

Skills

Operations experience

Customer support skills

Salesforce proficiency

Time management

Attention to detail

Education

Bachelor’s degree

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 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

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.

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