Remote opportunity at
ZinniaCase Management Associate II (Policygenius)
Zinnia is seeking a Case Management Associate II for the Policygenius team to handle life insurance applications remotely. In this remote position, the associate will guide…
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About This Role
Zinnia is seeking a Case Management Associate II for the Policygenius team to handle life insurance applications remotely. In this remote position, the associate will guide life insurance applicants through the underwriting process, working with software systems, internal teams, vendors, and carriers to ensure applications reach placement smoothly. Zinnia operates a technology platform focused on life and annuities growth, administering over $180 billion in assets and serving numerous carrier clients…
Job Description
Zinnia is seeking a Case Management Associate II for the Policygenius team to handle life insurance applications remotely. In this remote position, the associate will guide life insurance applicants through the underwriting process, working with software systems, internal teams, vendors, and carriers to ensure applications reach placement smoothly. Zinnia operates a technology platform focused on life and annuities growth, administering over $180 billion in assets and serving numerous carrier clients and policyholders.
This role suits professionals with experience in life insurance case management who possess strong organizational capabilities and a customer-centered approach. Candidates will take charge of an individual caseload, request underwriting requirements, evaluate decisions for optimal customer options, and collaborate with cross-functional operations groups including sales, quality assurance, customer service, and customer success.
Responsibilities
- Manage an individual caseload of active life insurance applications from initial client outreach through underwriting and placement
- Request and collect underwriting requirements from clients
- Review underwriting decisions to identify better options for customers
- Learn and navigate carrier workflows, application processes, and software systems
- Partner with sales, customer service, customer success, and quality assurance teams on cross-functional operations projects
Requirements
- Willingness to obtain a life insurance license
- At least one year of professional experience in life insurance case management
- Ability to organize and prioritize workload for timely processing, issuing, and placement of cases
- Strong attention to detail and effective problem-solving skills
- Consistent, precise, and professional written and verbal communication abilities
Qualifications
- Bachelor's degree
- Active life insurance agent or broker license
Core Skills
Benefits
- Health and dental insurance
- Parental leave
- 401(k)
- Incentive or bonus opportunity
- Tuition reimbursement
- Career progression opportunities
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary for the Case Management Associate II role?
The salary range for this position is estimated between $40,000 and $45,000 per year, determined by individual skills, education, experience, training, and geographic location.
Is this position remote?
Yes, the posting explicitly states that the role is remote.
What experience is required for this job?
Applicants must have one or more years of work experience in life insurance case management and a willingness to obtain a life insurance license.
What benefits are offered?
Zinnia provides health and dental insurance, parental leave, a 401(k) plan, incentive and bonus opportunities, and tuition reimbursement.
How can I apply?
Candidates can apply by filling out the online application located on the careers section of the Zinnia website.
Sample Interview Questions
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