Ethos Life
Insurance Case Manager
Remote role where the employee must remain based in a particular country.
United States only
Employer listed it 5 days ago · Added 5 days ago
First listed 5 days ago and still open.
Salary
$90k to $120k per year
Location
United States only
Timezone
Not stated
Contract
Full-time
Experience
Mid
Category
Customer Support
Stated by the employer in the job description
Remote flexibility
Work from home
This is a remote role, but the employee must be based in United States. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Remote US"
What Nomaders makes of it
- Residency required in United States
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
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
We're looking for an Insurance Case Manager to own a portfolio of pending applications, investigate why they're stuck, and drive them to resolution by working directly with carriers, underwriting, new business, policy administration, and agents. This is not a traditional case-processing role: we need someone who can diagnose the root cause of individual cases while also using data across the full pending book to identify systemic patterns and recommend process improvements.
Duties and Responsibilities:
Own and actively manage a portfolio of pending or stalled life insurance applications, with an initial focus on Indexed Universal Life (IUL)
Develop a working understanding of the full application-to-issue lifecycle in order to identify exactly where and why individual cases are getting stuck
Independently investigate complex cases, determine root cause, and identify the appropriate next action to move each case forward
Work across underwriting, new business, policy administration, sales/agent, and carrier teams to resolve blockers and drive cases to issue
Lead recurring calls with carrier partners focused on pending case status, aging, blockers, and resolution plans
Escalate appropriately when carrier-side or internal intervention is required to unblock a case
Maintain accurate, up-to-date case status, actions, and documentation in Salesforce and other internal systems
Use Salesforce, Mode, and Hex (or similar tools) to research individual cases, reconcile information, and analyze trends across the pending portfolio
Build and maintain reporting on pending inventory, aging, case stage, blockers, carrier, product, and outcomes
Identify systemic trends across the book of pending business rather than treating each case in isolation
Partner with operations, product, and systems teams when cases are affected by system defects, workflow gaps, or process limitations
Recommend and help implement process improvements based on recurring failure points
Qualifications and Skills:
Significant experience in life insurance new business, case management, underwriting support, or policy administration, with strong working knowledge of life insurance products and the application-to-issue lifecycle
Demonstrated ability to work independently: given a portfolio of pending cases, able to prioritize by urgency and impact, diagnose blockers, and drive resolution with minimal oversight
Experience partnering directly with carrier underwriting or new business teams to resolve outstanding requirements or case blockers
Strong analytical skills, with the ability to identify patterns and trends across a portfolio of cases rather than only resolving cases individually
Salesforce experience strongly preferred
Experience with Mode, Hex, SQL, or similar analytics/reporting tools is a significant plus
Requirements
- ·Significant experience in life insurance new business, case management, underwriting support, or policy administration, with strong working knowledge of life insurance products and the application-to-issue lifecycle
- ·Demonstrated ability to work independently: given a portfolio of pending cases, able to prioritize by urgency and impact, diagnose blockers, and drive resolution with minimal oversight
- ·Experience partnering directly with carrier underwriting or new business teams to resolve outstanding requirements or case blockers
- ·Strong analytical skills, with the ability to identify patterns and trends across a portfolio of cases rather than only resolving cases individually
- ·Salesforce experience strongly preferred
Benefits
No benefits package published with this listing. Ask about it at first interview.
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at Ethos Life, mentioning your remote working experience.
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 5d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
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