Case Management Associate II (Policygenius)

Zinnia; Alpharetta (GA); Hybrid; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Parental leave

401(k)

Incentive/bonus opportunity

Tuition reimbursement

Job summary

Zinnia is seeking a Life Insurance Case Manager to handle an in-process caseload from client intake through underwriting, ensuring smooth progression and timely placement. The role involves coordinating underwriting requirements, reviewing decisions for better client options, and mastering carrier workflows and software systems.

Ideal candidates will have 1+ years in life insurance case management, a customer-centered mindset, and strong communication skills, with a team-focused approach to

Qualifications

• Willingness to obtain a life insurance license.
• 1+ years’ work experience in life insurance case management.
• Customer-centered mindset with problem-solving for clients.
• Strong communication and listening skills with attention to detail.
• Ability to give and receive actionable feedback to improve processes.
• Organize and prioritize workload to process and place cases timely.
• Teamwork mindset and accountability for team success.
• Clear, professional verbal and written communication with stakeholders.

Responsibilities

• Own and manage an individual caseload of in-process life insurance applications.
• Request underwriting requirements and explore better options for clients.
• Master carrier workflows, underwriting processes, and relevant software.
• Collaborate cross-functionally with sales, customer service, and QA for a seamless experience.

Skills

License readiness

Life insurance case management

Customer-centered mindset

Communication skills

Active listening

Attention to detail

Feedback and collaboration

workload prioritization

Job description

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

Our Case Management team facilitates a seamless client experience through the underwriting process for all life insurance applicants. Supported by advanced technology platforms, internal counterparts, outside vendors, and, of course, insurance carriers themselves, the team ensures that there are no bumps in the road throughout the process from submission of initial application to placement.

WHAT YOU’LL DO:

• Own and manage an individual caseload of in-process life insurance applications, beginning with creating and sending the application to the client and continuing through underwriting in-force
• Request and obtain underwriting requirements from the client and take initiative to review underwriting decisions to determine if better options exist for our customers
• Master all carrier workflows, application and underwriting processes, and software systems necessary to carry out your responsibilities
• Collaborate on cross-functional projects with other operations teams (sales, customer service, customer success, and quality assurance) to ensure a seamless and transparent customer experience and improve our processes

WHAT YOU’LL NEED:

• Willingness to obtain a life insurance license
• 1+ years’ work experience in life insurance case management
• A customer-centered mindset -- motivated by solving problems for customers and your team
• Strong communication skills and effective listening skills with an attention to detail
• Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience
• You can organize and prioritize your workload to ensure each case is processed, issued, and placed in a timely manner
• A teamwork mindset, you take ownership of your work AND your team's success
• You communicate consistently, precisely, and professionally in both verbal and written communication with internal stakeholders and clients
• You have superb attention to detail, a positive attitude, effective problem-solving skills and passion for helping clients

BONUS POINTS:

• A life insurance agent or broker license

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $40,000- $45,000. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts.

• health/dental insurance
• parental leave
• 401(k)
• incentive/bonus opportunity
• tuition reimbursement
• and so much more

We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.

We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Notice for California residents: Information about how we collect and use your personal information can be found here

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Zinnia’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.