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
We are looking for a highly motivated, solutions-oriented Case Manager to join our Customer Service organization. In this newly created role, you will act as a critical bridge between our sales team and our most valuable life insurance agents. Your mission is to deliver "white glove" customer service on a policy-by-policy level, ensuring a seamless, premium experience for our high-value partners.
As a Case Manager, you will tackle a high-volume, dynamic queue of incoming inquiries, mastering multiple tech platforms to keep complex cases moving forward. Beyond day-to-day operations, you will serve as an essential feedback loop for Ethos—tracking data trends, identifying workflow bottlenecks, and uncovering system gaps to help us continuously optimize our platform. If you are a persistent problem-solver with a positive attitude who thrives in a fast-paced environment, we want to hear from you!
Duties and Responsibilities:
- Deliver White-Glove Support: Act as the primary dedicated operational touchpoint for premier life insurance agents, providing world-class support on policy-level issues.
- Manage Communications & SLAs: Responsively acknowledge incoming agent inquiries, set clear expectations around Service Level Agreements (SLAs), and systematically communicate case resolutions back to partners.
- Navigate Complex Routing: Efficiently diagnose policy roadblocks, route issues to the correct internal teams, and coordinate cross-functionally across Customer Service and Sales to ensure quick turnarounds.
- Drive Persistent Case Follow-Up: Monitor the active pipeline daily, identify stuck or delayed applications, and aggressively follow up internally and externally to clear technical or operational hurdles.
- Identify Operational Trends: Track, analyze, and report back on recurring case trends, surface localized bottlenecks, and flag platform bugs or processing gaps to leadership.
- Maintain System Proficiency: Seamlessly operate and navigate across multiple software ecosystems and internal technology platforms to manage and audit client data.
Qualifications and Skills:
- 2+ years of experience in customer success, account coordination, or client-facing operations (experience in life insurance, fintech, or brokerage operations is a strong plus).
- Exceptional communication skills with a proven track record of managing partner expectations and articulating complex resolutions clearly.
- Analytical and detail-oriented mindset with the ability to identify trends from daily volume and translate them into actionable operational insights.
- Tech-fluent self-starter comfortable learning, switching between, and troubleshooting across multiple software platforms and tools.
- Relentless persistence and problem-solving skills; a natural drive to own a problem through completion rather than just passing it off.
- Ability to stay organized, composed, and ambitious while managing a continuous, high-volume stream of incoming tasks.
- A resilient, positive attitude and a passion for working collaboratively across cross-functional teams like Sales and Support.
#LI-Remote #LI-AG1
The US national base salary range for this full-time position is $49,000 -$87,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.
You can find further details of our US benefits at https://www.ethoslife.com/careers/
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.
Ethos San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
