Manager, Underwriting Assistance (Customer Operations & Workflow Automation)
Ethos Life
Feb 2023 - Current (3 years 7 months)
Strategic Reporting & QBRs: Facilitate Quarterly Business Reviews (QBRs) with key stakeholders to track account health, present operational metrics, and align on strategic growth objectives for B2B partners. Cross-Functional Process Design: Partner with Engineering, Marketing, and Legal teams to architect new processes and refine existing workflows; driving cross-functional synergy that enhances transparency for internal and external stakeholders. Agency & Agent Success: Primary lead for managing relationships with Agencies and Agents; streamlining the onboarding process and resolving complex disputes to drive B2B revenue and loyalty. End-to-End Customer Support: Direct a high-output support operation for B2C segments, ensuring empathetic a