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Salary: USD 40,000 - 45,000 / annual
Zinnia is the leading technology platform for accelerating life and annuities growth, serving 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders with $180 billion in assets under administration.
As a Case Management Associate II, you will own and manage an individual caseload of in-process life insurance applications from initial submission through underwriting and placement. Your responsibilities include creating and sending applications to clients, requesting and obtaining underwriting requirements, reviewing underwriting decisions to identify better options for customers, and mastering all carrier workflows and software systems necessary to execute your role.
You will collaborate cross-functionally with sales, customer service, customer success, and quality assurance teams to ensure a seamless customer experience and drive process improvements. The role requires strong organizational skills to prioritize and process cases in a timely manner, excellent communication abilities (both verbal and written), and a customer-centered mindset focused on problem-solving.
Zinnia values teamwork, ownership, and continuous improvement. You will be expected to provide and receive actionable feedback, maintain superb attention to detail, and demonstrate a positive attitude and effective problem-solving approach.
The company offers excellent career progression and competitive compensation, along with benefits including health/dental insurance, parental leave, 401(k), incentive/bonus opportunities, and tuition reimbursement.
REQUIREMENTS:
- Willingness to obtain a life insurance license
- 1+ years' work experience in life insurance case management
- Customer-centered mindset motivated by solving problems for customers and team
- Strong communication and effective listening skills with attention to detail
- Ability to organize and prioritize workload to ensure timely case processing and placement
- Teamwork mindset with ownership of individual and team success
- Consistent, precise, and professional communication with internal stakeholders and clients
- Superb attention to detail, positive attitude, and effective problem-solving skills
BONUS:
- Bachelor's degree
- Life insurance agent or broker license
