Impactful Life Insurance Case Manager II

Zinnia; Alpharetta (GA); Hybride; USD 40 000 - 45 000; Plein temps

Avantages offerts par ce poste

Health insurance

Parental leave

401(k)

Incentive/bonus opportunity

Tuition reimbursement

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

License readiness

Life insurance case management

Customer-centered mindset

Communication skills

Active listening

Attention to detail

Feedback and collaboration

workload prioritization

Description du poste

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