Case Management Associate II (Policygenius)

Zinnia•Alpharetta, GA

About The Position

Zinnia is seeking a Case Management Associate II to help provide a seamless client experience throughout the life insurance underwriting process. The Case Management team supports applicants from the submission of an initial application through placement, using technology platforms and coordinating with internal teams, outside vendors, and insurance carriers. The associate owns and manages an individual caseload of in-process life insurance applications, starting with creating and sending applications to clients and continuing through underwriting. The role obtains underwriting requirements from clients, reviews underwriting decisions to identify potentially better options, and uses carrier workflows, application and underwriting processes, and software systems to manage cases. The associate also collaborates with operations teams to improve processes and support a transparent 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 provide and receive actionable feedback to improve efficiency and customer experience.
Ability to organize and prioritize workload to process, issue, and place cases in a timely manner.
Teamwork mindset and ownership of personal work and team success.
Professional verbal and written communication with internal stakeholders and clients.
Positive attitude and effective problem-solving skills, with a 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 take initiative to determine whether better options exist for customers.
Master carrier workflows, application and underwriting processes, and software systems required for the role.
Collaborate on cross-functional projects with sales, customer service, customer success, and quality assurance teams to provide a seamless and transparent customer experience and improve processes.
Organize and prioritize cases so they are processed, issued, and placed in a timely manner.
Communicate consistently, precisely, and professionally with internal stakeholders and clients.