Full-Time Agent Quality Manager

About Ethos: Ethos was built to streamline life insurance. We use technology and data science to make it faster and easier.

About the role: We seek a skilled Agent Quality Manager to oversee agent quality. This role involves detection, investigation, supervision, and actioning agent performance. The candidate will ensure integrity of sales practices, detect fraud, manage persistency, and uphold high quality standards.

Duties and Responsibilities:

• Work with Risk Operations and Insurance teams to identify, implement, and evaluate fraud flags.
• Monitor dashboards tracking persistency, fraud, and sales metrics to identify trends and risks.
• Stay current with technology tools and threats to improve the toolset.
• Maintain frameworks for investigating and deciding actions based on potential fraud.
• Work with investigators to investigate flags, review patterns, and assess threat levels.
• Coordinate actions resulting from investigations and guide Partner Operations teams.
• Proactively supervise agent sales practices using data and dashboards.
• Stay current on industry regulations, trends, and risks for proactive mitigation.
• Collaborate with internal teams (Legal, Compliance, Insurance, Operations) for risk management strategies.
• Lead projects to enhance agent quality and operational efficiency.
• Communicate risk management updates to senior leadership.

Qualifications and Skills:

• Bachelor's degree in relevant field (Finance, Business, CS).
• Master's degree preferred.
• 10+ years experience in analytics and/or business operations, with life insurance/financial services experience.
• Experience with middle market network marketing associations preferred.
• Expert knowledge of insurance and non-financial risks.
• Strong analytical skills and attention to detail.
• Sound judgment, discretion, and strong ethical standards.
• Risk-based approach to compliance.
• Ability to work in a fast-paced environment.

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