Case Management Associate

Summary

Join Zinnia's Case Management team and facilitate a seamless client experience throughout the life insurance application process. You will own and manage a caseload, request underwriting requirements, master carrier workflows and software systems, and collaborate with cross-functional teams. The ideal candidate possesses 1+ years of life insurance case management experience, a customer-centered mindset, strong communication skills, and organizational abilities. A willingness to obtain a life insurance license is required. Zinnia offers competitive compensation, excellent career progression, and a comprehensive benefits package.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• Bachelor’s degree
• A life insurance agent or broker license

Benefits

• Health/dental insurance
• Parental leave
• 401(k)
• Incentive/bonus opportunity
• Tuition reimbursement