Case Management Associate, Life Insurance

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

Job summary

A leading technology platform for life insurance is seeking a Case Management Associate to manage a caseload of life insurance applications. The ideal candidate will have strong communication skills, a customer-centered mindset, and a willingness to obtain a life insurance license. This remote role offers a salary range of $40,000-$45,000 and includes comprehensive benefits such as health insurance, 401(k), and tuition reimbursement.

Benefits

Health/dental insurance

Parental leave

Profit sharing

401(k)

Tuition reimbursement

Qualifications

• Willingness to obtain a life insurance license.
• Ability to organize and prioritize your workload.
• Effective problem-solving skills.

Responsibilities

• Manage an individual caseload of life insurance applications.
• Request and obtain underwriting requirements from clients.
• Collaborate on cross-functional projects to improve processes.

Skills

Customer-centered mindset

Strong communication skills

Effective listening skills

Organizational skills

Teamwork mindset

Attention to detail

Education

Bachelor's degree (preferred)

Job description

Case Management Associate, Life Insurance

USA - Remote

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. 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 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 to ensure a seamless and transparent customer experience and improve our processes.

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

WHAT YOU’LL NEED:

• Willingness to obtain a life insurance license
• 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:

• You have 1+ years’ work experience in life insurance case management, service or sales (underwriting experience a plus) and a Bachelor’s degree (preferred).
• 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. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. 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.