Zinnia

Case Management Associate, Life Insurance

Zinnia

full-time

Posted on:

Location Type: Remote

Location: Remote • Alaska, California, Colorado, Montana, Nevada, New York, Rhode Island • 🇺🇸 United States

Visit company website
AI Apply
Apply

Salary

💰 $40,000 - $45,000 per year

Job Level

JuniorMid-Level

About the role

  • 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.

Requirements

  • Willingness to obtain a life insurance license
  • 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
Benefits
  • health/dental insurance
  • parental leave
  • profit sharing
  • 401(k)
  • incentive/bonus opportunity
  • tuition reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
customer-centered mindsetstrong communication skillseffective listening skillsattention to detailability to provide feedbackability to receive feedbackorganizational skillsprioritization skillsteamwork mindsetproblem-solving skills
Certifications
life insurance license
Reserv

Total Loss Claims Adjuster

Reserv
Mid · Seniorfull-time🇺🇸 United States
Posted: 2 hours agoSource: boards.greenhouse.io
SOLV Energy

Property and Casualty Claims Specialist

SOLV Energy
Mid · Seniorfull-time$65k–$81k / year🇺🇸 United States
Posted: 4 hours agoSource: solvenergy.wd1.myworkdayjobs.com
Solaris Health

Insurance Authorization Specialist

Solaris Health
Juniorfull-time🇺🇸 United States
Posted: 5 hours agoSource: recruiting.paylocity.com
Intercare Holdings Insurance Services

Liability Claims Adjuster III

Intercare Holdings Insurance Services
Senior · Leadfull-time$150k–$185k / year🇺🇸 United States
Posted: 5 hours agoSource: recruiting.paylocity.com