Case Management Associate II (Policygenius)

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

Benefits offered by this job

Health/dental insurance

401(k)

Tuition reimbursement

Job summary

Zinnia, a leading technology platform for accelerating life and annuities growth, seeks a Life Insurance Case Manager to own and manage caseloads from application through underwriting in a remote role.

You will collaborate with sales, customer service, and quality assurance to ensure a seamless customer experience, and you’ll need to obtain a life license and have 1+ year’s experience.

Qualifications

• Willingness to obtain a life insurance license.
• 1+ years’ work experience in life insurance case management.
• Customer-centered mindset focused on solving problems for customers and team.
• Strong communication and active listening with attention to detail.
• Ability to organize, prioritize, and issue cases timely.
• Teamwork mindset; ownership of work and team success.
• Clear, professional verbal and written communication with stakeholders.
• Excellent problem-solving and client-focused attitude.

Responsibilities

• Own and manage caseloads of in-process life insurance applications from initial client contact through underwriting.
• Request and obtain underwriting requirements and review decisions for better options.
• Master carrier workflows, applications, underwriting processes, and software systems.
• Collaborate on cross-functional projects to ensure a seamless customer experience and improve processes.

Skills

Life license

Life insurance exp

Customer centric

Strong communication

Feedback skills

Workload management

Teamwork mindset

Professional communication

Attention to detail

Education

Bachelor’s degree

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.

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

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 :

• Bachelor’s degree
• 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. We offer great benefits, including 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.

Visit our website at www.zinnia.com for more information.

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.

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

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