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Customer Service
Associate I, Placement Team
@Zinnia
[Hiring] Associate I, Placement Team @Zinnia
Mar 31, 2025 - Zinnia is hiring a remote Associate I, Placement Team. 💸 Salary: $40,000 - $45,000. 📍Location: USA.
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Role Description
The Placement team is dedicated to delivering exceptional customer service while guiding our clients through the process of purchasing a life insurance policy. Our team plays a vital role in supporting our customers after their initial intake call and collaborating closely with Case Management and Quality Assurance to ensure an optimal insurance shopping experience.
- Become a licensed expert in our life insurance products through hands-on training and collaboration with cross-functional teams.
- Ensure a smooth and transparent customer experience by providing regular updates via phone, email, and SMS.
- Maintain consistent availability at or above predetermined goals for incoming/outgoing calls throughout the workday.
- Retain customers in danger of withdrawing from the life insurance process, chasing all clients for outstanding requirements.
- Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting to find effective solutions.
- Address customer questions regarding the life insurance process, including underwriting, decision review, policy delivery, and in-force servicing.
- Deliver clear and empathetic communication regarding adverse underwriting decisions (impaired risks, postponements, and declines), offering alternative options when possible.
- Collaborate seamlessly with internal teams and document detailed notes for colleagues to ensure smooth handoffs and effective communication.
Qualifications
- Minimum of 1 year of experience with client-facing work experience around customer service in a call center and/or retention sales experience.
- Willingness to obtain a Life/Health insurance license.
- A customer-centered mindset – motivated by solving problems for both customers and your team.
- Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients.
- Jack of all trades - skilled in multitasking and quickly switching between calls (Five9), tasks, and systems (Slack/Zoom/CRM) that may include unrelated subject matter.
- Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience.
- Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team.
- A teamwork mindset – you take ownership of your work AND your team's success.
- A high degree of comfort in getting involved in the sales process as well as learning how to upsell and convert clients into paid policies.
- The desire to learn and grow professionally and contribute to the success and culture of the company.
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, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
💸
$40,000 - $45,000
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 31, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
