Case Management Associate II (Policygenius)

1 hour, 38 minutes ago
Full-time
Junior
Customer and Technical Support
Zinnia

Zinnia

Zinnia provides comprehensive technology solutions for insurance carriers and distributors, offering products like zahara by zinnia, Fund Management, Hybrid Origination, and Engagement and Loyalty. Their services cover the full lifecycle of insurance p...

Insurance
1K-5K

Description

  • Own and manage an individual caseload of in-process life insurance applications from application creation through underwriting and placement.
  • Request and obtain required underwriting information from clients.
  • Review underwriting decisions and identify potentially better options for customers.
  • Learn and apply carrier workflows, application procedures, underwriting processes, and related software systems.
  • Collaborate with sales, customer service, customer success, and quality assurance teams on process improvements and client experience initiatives.
  • Provide consistent, precise, and professional communication to clients and internal stakeholders.
  • Organize and prioritize cases to support timely processing, issuance, and placement.

Requirements

  • At least 1 year of experience in life insurance case management.
  • Willingness to obtain a life insurance license.
  • Customer-centered approach with strong problem-solving skills.
  • Strong verbal and written communication, listening, and attention-to-detail skills.
  • Ability to organize and prioritize multiple cases effectively.
  • Ability to give and receive actionable feedback.
  • Team-oriented mindset with ownership of individual and team outcomes.
  • Positive attitude and passion for helping clients.
  • Bachelor’s degree preferred.
  • Life insurance agent or broker license preferred.

Benefits

  • Salary range of $40,000–$45,000.
  • Health and dental insurance.
  • Parental leave.
  • 401(k) plan.
  • Incentive or bonus opportunity.
  • Tuition reimbursement.
  • Career progression opportunities.
  • Remote work arrangement; applicants in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible.

Interested in this position?

Apply directly on the company website

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