Insurance Case Manager (Insurtech)

Location: Remote US

Salary: $90,000–$120,000 annual base salary, excluding bonus, equity, and benefits.

Company

Ethos is a life insurance technology company providing accessible online insurance products and a three-sided platform for consumers, agents, and carriers.

What you will do

• Own and actively manage a portfolio of pending or stalled life insurance applications, initially focused on Indexed Universal Life products.
• Investigate complex cases, diagnose root causes, prioritize actions, and drive applications through resolution and issue.
• Coordinate with underwriting, new business, policy administration, sales and agent teams, and carrier partners to remove blockers.
• Lead recurring carrier calls covering pending status, aging, blockers, and resolution plans.
• Maintain accurate case status, actions, and documentation in Salesforce and internal systems.
• Analyze portfolio trends, build reporting, and recommend process improvements for recurring workflow and system issues.

Requirements

• Significant experience in life insurance new business, case management, underwriting support, or policy administration.
• Strong knowledge of life insurance products and the application-to-issue lifecycle.
• Ability to work independently, prioritize cases, diagnose blockers, and drive resolution with minimal oversight.
• Experience working directly with carrier underwriting or new business teams.
• Strong analytical, written, verbal, and carrier-facing communication skills.
• Experience with Salesforce is strongly preferred; Mode, Hex, SQL, or similar analytics tools are beneficial.

Nice to have

• Experience with Indexed Universal Life products.
• Experience with Mode, Hex, SQL, or similar analytics and reporting tools.

Culture & Benefits

• Fast-paced and evolving work environment with exposure to new products and carrier processes.
• Full-time employment with base salary, applicable bonus, equity, and benefits.
• Inclusive workplace and equal opportunity employment practices.