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
We are seeking a detail-obsessed, US-based Annuity Case Manager to own the post-proposal, pre-funding journey for every case handled by an assigned book of Annuities agents. Annuities is a high-consideration, high-stakes product — clients are committing $250K+ and the path from proposal to funded policy runs through OFAC/AML checks, carrier-specific paperwork, and multi-ste... Click Apply to read the full job description.