Case Management Associate II (Fully Remote)

Zinnia; United States; Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k)

Tuition reimbursement

Bonus opportunity

Job summary

Zinnia is seeking a Life Insurance Case Manager in the United States to own and manage a personal caseload from submission through placement. You will review underwriting requirements, explore better options for customers, and work with sales, customer service, and QA on cross-functional initiatives.

Candidates should be willing to obtain a life insurance license and have at least 1 year of case management experience, with strong communication and organizational skills.

Qualifications

• Willingness to obtain a life insurance license.
• 1+ years of life insurance case management experience.
• Strong communication with attention to detail and a customer-focused mindset.

Responsibilities

• Own and manage an individual caseload of in-process life insurance applications from submission to placement.
• Request and review underwriting requirements to determine if better options exist for customers.
• Collaborate on cross-functional projects with sales, customer service, and quality assurance teams.

Skills

Life insurance licensing

Communication

Organization & prioritization

Job description

• Own and manage an individual caseload of in-process life insurance applications from submission to placement.
• Request and review underwriting requirements to determine if better options exist for customers.
• Collaborate on cross-functional projects with sales, customer service, and quality assurance teams.

What You'll Need:

• Willingness to obtain a life insurance license and 1+ years of life insurance case management experience.
• Strong communication and listening skills with attention to detail and a customer-centered mindset.
• Ability to organize and prioritize workload and provide/receive actionable feedback.

What's In It For You:

• Competitive compensation with a salary range of $40,000-$45,000 based on location and experience.
• Benefits including health/dental insurance, parental leave, 401(k), tuition reimbursement, and bonus opportunity.
• Work with smart, creative professionals dedicated to transforming the insurance industry.

Zinnia is the leading technology platform for accelerating life and annuities growth, simplifying buying, selling, and administering insurance products. With $180 billion in assets under administration, Zinnia serves 100+ carriers, 2500 distributors, and 2 million policyholders and values being bold, teaming up, and delivering value.