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 Management
• Accuracy Tracking: Ensure initial evidence ordering (PIA/RUW) triggers correctly and on time
• Quality Control: Audit the teams 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 35 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

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Dont meet every single requirement If youre excited about this role but your past experience doesnt 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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