Case Management Associate II (Policygenius)

Zinnia•Alpharetta, GA

2d•$40,000 - $45,000

About The Position

Zinnia’s Case Management team facilitates a seamless client experience throughout the underwriting process for life insurance applicants. Using technology platforms and working with internal counterparts, outside vendors, and insurance carriers, the team helps move applications from initial submission through placement. The Case Management Associate II owns and manages an individual caseload of in-process life insurance applications, from creating and sending applications to clients through underwriting. The role also requests and obtains underwriting requirements, reviews underwriting decisions for potentially better customer options, learns carrier workflows and systems, and collaborates with other operations teams to improve processes and the customer experience.

Requirements

Willingness to obtain a life insurance license.
At least 1 year of work experience in life insurance case management.
Customer-centered mindset and motivation to solve problems for customers and the team.
Strong communication and effective listening skills, with attention to detail.
Ability and willingness to give and receive actionable feedback to improve efficiency and customer experience.
Ability to organize and prioritize work so cases are processed, issued, and placed in a timely manner.
Team-oriented mindset, with ownership of both individual work and team success.
Consistent, precise, and professional verbal and written communication with internal stakeholders and clients.
Positive attitude, effective problem-solving skills, and passion for helping clients.

Nice To Haves

Bachelor’s degree.
Life insurance agent or broker license.

Responsibilities

Own and manage an individual caseload of in-process life insurance applications, from creating and sending applications to clients through underwriting.
Request and obtain underwriting requirements from clients.
Review underwriting decisions and determine whether better options may exist for customers.
Master carrier workflows, application and underwriting processes, and the software systems needed for the role.
Collaborate on cross-functional projects with sales, customer service, customer success, and quality assurance teams to support a seamless, transparent customer experience and improve processes.