Director of Underwriting and Case Management Operations

About Ethos

Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes!

Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families!

About The Role

Do you want to make the world a better place? Are you a born operator who knows how to “manage to metrics” and loves to mentor and guide? This role seeks a dynamic individual who has the energy and vision to build a global team. Then lead that team to victory. 

Duties and Responsibilities:

• Identifying areas of operational opportunity and improvement, ability to quickly document and implement solutions
• Develop from scratch and effectively execute underwriting procedures, policies, and standards 
• Monitor and facilitate process standardization such as activity metrics, underwriting process, and operational cadence
• Work closely with Head of Underwriting Development to recruit, hire, mentor, and develop underwriting staff both domestically and internationally
• Consistently assess quality and headcount 
• Continuously perform hiring analysis to flex with our growth
• Lead and manage day-to-day underwriting team operations
• Ability to lead the team with passion about positivity and continual improvement, across time zones and countries 
• Lead team meetings
• Manage operational escalations
• Resourcing (e.g., scheduling, team rotations, etc.) 
• Build strong relationships with Ethos cross-functional teams to drive initiatives by developing relevant goals and objectives then working with the team to meet them on a consistent basis
• Be an effective partner with other internal teams such as billing, operations, finance, product, marketing, and more
• Partner with carriers to create feedback loop for all underwriting activity and maintain high level of work quality 
• Own, develop, and lead all aspects of B2B underwriting vendors 
• Monitor and continuously improve metrics focused on the vendor specific activities
• Manage and maintain relationship with external case management vendor
• Use operational learnings to champion enhancements to Ethos proprietary systems to improve auto-approval rates, underwriter efficiency and user experience 
• Stay informed on the latest industry best practices, strategies, and methods

 

Qualifications and Skills:

• Ability to work across time zones
• Experience with multinational and offshore teams 
• 5+ years of experience managing operations
• 2+ years in new business, case management or underwriting
• Outstanding written and verbal communication skills. 
• Excellent leadership and interpersonal skills.
• Extensive knowledge of life insurance trends and new technology
• Sharp focus on execution and an owner mentality with a track record of delivering success in a timely manner
• Experience with automated rules engines, industry case management and SalesForce.com a plus
• Established relationships or experience working with industry vendors 
• Data oriented decision making skills and great intuition 

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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 who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. 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.