Ethos is hiring an Associate I, Placement Team - Policygenius

Happy Money is hiring an Associate I for our Placement Team to guide clients through purchasing life insurance policies. In this role, you will deliver exceptional customer service support after the initial intake, ensuring a smooth experience through to policy activation by collaborating closely with Case Management and Quality Assurance.

What You'll Do

• Become a licensed expert in life insurance products through hands-on training and cross-functional collaboration.
• Ensure a transparent customer experience by providing regular updates via phone, email, and SMS.
• Maintain consistent availability at or above predetermined goals for incoming and outgoing calls.
• Retain customers in danger of withdrawing from the process and follow up on all outstanding requirements.
• Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting.
• Address customer questions regarding underwriting, decision review, policy delivery, and in-force servicing.
• Deliver clear and empathetic communication regarding adverse underwriting decisions, offering alternative options.
• Collaborate seamlessly with internal teams and document detailed notes to ensure smooth handoffs.

What We're Looking For

• At least 2 years of client-facing experience in call center customer service and/or retention sales.
• Willingness to obtain a Life/Health insurance license.
• A customer-centered mindset motivated by solving problems for customers and your team.
• Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients.
• Skilled in multitasking and quickly switching between calls, tasks, and systems.
• Eagerness to support the full sales lifecycle, including administering health questionnaires and leveraging consultative upselling techniques.
• Ability to provide and receive actionable feedback to drive efficiency and a best-in-class customer experience.
• Honesty and integrity – you can be trusted to do the right thing for customers and for the team.
• A teamwork mindset – you take ownership of your work and your team's success.
• The desire to learn and grow professionally and contribute to the success and culture of the company.

Technical Stack

• Five9
• Slack
• Zoom
• CRM

Benefits & Compensation

• Compensation range: $45,000 - $50,000
• Health/dental insurance
• Parental leave
• 401(k)
• Incentive/bonus opportunity
• Tuition reimbursement

Work Mode

This is a remote position open to candidates located anywhere in the USA.

We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.