Senior Business Operations Associate, Ethos Life
Annuities
$99-175k
Life insurance provider
Open for applications
Life insurance provider
501-1000 employees
Open for applications
$99-175k
501-1000 employees
Company mission
To protect the next million families.
Role
Who you are
- 5+ Years of Experience. In sales operations, business operations, or an analytically intensive role at either well-established firms or high-growth tech startups. Insurance, annuities, or other regulated-financial-product experience is a plus but not required
- Strong Analytical and Spreadsheet Skills. Able to structure an analysis from incomplete inputs (Excel or Google Sheets) and clearly explain the conclusion and recommendation, not just the numbers
- Agile Self-Starter. You want to own and be accountable for projects from Day 1, and you don't wait for permission to fix something you've noticed is broken
- Excellent Cross-Functional Communicator. Comfortable working with stakeholders at every level, from field agents to executives
- Exceptional Attention to Detail. Your analyses and documents are clean enough to hand straight to leadership
- Comfortable with Ambiguity. You're energized, not paralyzed, by a fast-changing environment and shifting priorities
- Salesforce or other CRM admin experience is a plus
- Experience with sales technology or order-entry systems (e.g., Firelight) is a plus
- 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
What the job involves
- Ethos is looking for a scrappy, versatile Business Operations Associate to join our fast-growing Annuities team. This is a generalist seat, not a role tied to a single process or queue: one week you might be building the analysis that decides how we staff the next quarter, the next you're project-managing a launch across Product, Sales, and Compliance, and the week after that you're in the weeds fixing a broken workflow yourself because it's blocking the team and there's no one else to hand it to
- You'll thrive in this role if you like operating without a script, can move fluidly between spreadsheet and stakeholder conversation, and get genuine satisfaction from turning a messy, undefined problem into a repeatable process. This is a great fit for someone who wants broad exposure to how a fast-scaling business actually runs, and who has the judgment to know when to dive in personally versus when to build the system so no one has to
- Own Cross-Functional Projects End to End. Run point on 2-4 initiatives at a time, partnering with Sales, Product, and Compliance. For example: standing up a pilot program to speed up how a case moves from proposal to funded policy, or coordinating the rollout of a new multi-carrier application tool (e.g. Firelight) across teams
- Build the Analysis Leadership Needs to Decide. Turn incomplete data into clear models and recommendations. For example: quantifying how agents split their time between selling and administrative work, or building stage-by-stage funnel reporting that shows where prospects drop off between first contact and a funded policy
- Support Scaling the Sales Team. Help run the operations behind hiring and onboarding as the team grows — coordinating candidate scheduling for open sales roles, and working with our licensing team to get new agents appointed with carriers
- Document and Improve How We Work. Turn ad hoc, tribal-knowledge processes into clear, written playbooks — for example, mapping the full lead-to-funded-policy journey so anyone on the team can see where a case stands and what happens next
- Coordinate Vendor and Systems Rollouts. Partner with Engineering and our carrier and vendor partners (e.g. Firelight, Annuity Genius) to scope, test, and roll out tools that remove manual work from the sales process
- Help Run the Team's Operating Cadence. Support recurring rituals like pipeline reviews and forecasting syncs, and help evolve them as the team scales from a handful of agents to a much larger one
- Get Into the Weeds When It Matters. If a case is stuck with a carrier and nobody owns it, or a report needs to exist by tomorrow, you're the one who picks it up — and then builds the process so it doesn't happen again
- Optimize Systems and Data Hygiene. Keep Salesforce workflows and required fields clean and enforced so the team's data can actually be trusted for decisions
Our take
Ethos was founded to increase the transparency of life insurance, making it accessible and affordable to all. The company wants to add openness to the process; losing a loved one is hard enough before one even considers financial implications, particularly with the loss of a primary earner.
Ethos uses predictive technology to rapidly quote life insurance rates and verify an applicant’s medical information. This expedited process allows most users to secure life cover on the same day they apply, a process which normally takes a number of weeks. The company works with some of the biggest providers in the industry, including Legal & General America, AAA Life and Ameritas Life Insurance Corp.
Ethos has been one of the more heavily publicized of the recent wave of insurtech companies, with investors such as Google as well as celebrities Will Smith and Jay Z, taking its valuation to over $2B and putting it in a great spot for future growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
72% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jul 2021
$100m
SERIES D
May 2021
$200m
SERIES D
Total funding: $406.5m
Company benefits
- Comprehensive benefits packages: Awesome medical dental, vision and as applicable insurance coverage and retirement plans (in the US we offer a 401(k) plan).
- Company Equity: We want you to feel and act like an owner.
- Rest, relax & recharge: We encourage our employees to take time off, in addition to our fully paid global company holiday schedule. When you need time away from work, we have paid and flex time options based on your role and location, and additional paid leave programs.
- Generous leave programs: As well as offering a wide array of leave programs, new parents can take leave with 100% wage replacement. Our healthcare plans offer coverage on family planning and fertility.
Company HQ
Berkley Square - Headway, Austin, TX
Leadership
Peter Colis
(Co-Founder & CEO)After an MBA at Stanford, Peter co-founded Ovid Corp in 2014, where he worked as CEO for 4 years before co-founding Ethos in 2016. He has worked as CEO since, alongside serving as a Sequoia Capital Scout.
Lingke Wang
(Co-Founder)After working as an Investment Banker at Morgan Stanley Lingke gained an MBA from Stanford. He then co-founded Ovid Corp. an insurance company before Ethos.
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