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As a Policy Support Specialist 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.
Job Responsibility:
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
Requirements:
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
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