Case Management Associate II
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Job Description
Case Management Associate II managing life insurance applications for Zinnia’s insurance technology platform. Coordinating underwriting requirements, carrier workflows, and cross-functional operations.
Responsibilities:
- Own and manage an individual caseload of in-process life insurance applications from creating and sending the application to the client through underwriting in-force
- Request and obtain underwriting requirements from clients
- Review underwriting decisions and determine whether better options exist for customers
- Master carrier workflows, application and underwriting processes, and required software systems
- Collaborate on cross-functional projects with sales, customer service, customer success, and quality assurance teams
- Ensure a seamless and transparent customer experience
- Improve operational processes
Requirements:
- Willingness to obtain a life insurance license
- 1+ years’ work experience in life insurance case management
- Customer-centered mindset
- Strong communication and effective listening skills
- Attention to detail
- Ability and willingness to provide and receive actionable feedback
- Ability to organize and prioritize workload
- Ability to process, issue, and place each case in a timely manner
- Teamwork mindset and ownership of work and team success
- Consistent, precise, and professional verbal and written communication
- Superb attention to detail
- Positive attitude
- Effective problem-solving skills
- Passion for helping clients
- Bachelor’s degree is a bonus point, not required
- Life insurance agent or broker license is a bonus point, not required
Benefits:
- Health/dental insurance
- Parental leave
- 401(k)
- Incentive/bonus opportunity
- Tuition reimbursement
- Excellent career progression
- Competitive compensation
- Collaboration with smart, creative professionals
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