Life Insurance Case Manager - Remote

Overview

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

In Short

• Own and manage an individual caseload of in-process life insurance applications.
• Request and obtain underwriting requirements from the client.
• Master all carrier workflows and software systems.
• Collaborate on cross-functional projects to improve customer experience.

Requirements

• Willingness to obtain a life insurance license.
• 1+ years’ work experience in life insurance case management.
• A customer-centered mindset.
• Strong communication and listening skills.
• Ability to provide and receive actionable feedback.
• Organizational skills to prioritize workload.
• A teamwork mindset.
• Effective verbal and written communication.
• Attention to detail and problem-solving skills.

Benefits

• Excellent career progression.
• Competitive compensation.
• Health/dental insurance.
• Parental leave.
• Profit sharing.
• 401(k) plan.
• Incentive/bonus opportunity.
• Tuition reimbursement.