[Hiring] Case Management Associate II @Zinnia

Role Description

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.

Qualifications

• 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.

Benefits

• Excellent career progression and competitive compensation.
• Salary range for this position is $40,000 - $45,000.
• Great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.