Manager, Underwriting Assistance

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

The Manager of Underwriting Assistance will lead the UW support team to ensure seamless end-to-end case management. This role is responsible for bridging the gap between initial application and the final underwriter decision by managing evidence ordering, requirement follow-ups, and vendor coordination.

Duties and Responsibilities:

• Manage a team of UW Assistants/Associates to ensure daily productivity targets are met. Workflow Management: Oversee case allocation to prevent bottlenecks in the "pre-underwriting" stage.WIP Management

• Accuracy Tracking: Ensure initial evidence ordering (PIA/RUW) triggers correctly and on time

• Quality Control: Audit the team's requirement-raising process to ensure "First Time Right" (FTR) principles, minimizing unnecessary multiple evidence triggers

• Vendor Liaison: Act as the primary point of contact for third-party vendors to resolve delays in evidence uploads. Data Analytics: Maintain and present daily/weekly dashboards on assistance team productivity and evidence costs

• Strategy Implementation: Work closely with the Underwriting management to implement shifts in prioritization

• Process Improvement: Identify automation opportunities in the Underwriting process to reduce manual effort

• Handling sales queries timely and effectively within the defined SLA: Act as the primary escalation point for the Sales and Distribution channels, ensuring all Underwriting process-related queries regarding pending requirements or case status are resolved within the defined SLA. Move beyond just "sharing status" to actively providing solutions that move cases toward a final decision

Qualifications and Skills:

• Experience: At least 7-10 years in Life Insurance Operations, with at least 3–5 years in a managerial/supervisory role within Underwriting Support or policy servicing/customer service in the insurance sector

• Education: Graduate/Postgraduate in any stream (LOMA/III certifications are an advantage)

• Technical Skills: Proficiency in Insurance Core Systems (PAS)

• Advanced Excel skills for productivity tracking

• Familiarity with OCR/Digital document workflows

• Soft Skills: Strong follow-through and "ownership" mindset

• Ability to manage high-pressure, high-volume environments

• Excellent communication skills for cross-functional coordination

#LI-Hybrid
#LI-ND1

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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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.