[Remote] Case Management Associate, Life Insurance at Zinnia

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Willingness to obtain a life insurance license
Customer-centered mindset
Strong communication and listening skills
Ability to provide and receive actionable feedback
Ability to organize and prioritize workload
Teamwork mindset
Consistent, precise, and professional communication
Superb attention to detail, positive attitude, effective problem-solving skills, and passion for helping clients
1+ years’ work experience in life insurance case management, service or sales (underwriting experience a plus) (Bonus)
Bachelor’s degree (preferred) (Bonus)
Life insurance agent or broker license (Bonus)

Responsibilities

Own and manage an individual caseload of in-process life insurance applications
Create and send applications to clients
Request and obtain underwriting requirements from clients
Review underwriting decisions to determine if better options exist for customers
Master carrier workflows, application and underwriting processes, and software systems
Collaborate on cross-functional projects with other operations teams
Ensure a seamless and transparent customer experience
Improve processes
Process, issue, and place cases in a timely manner

Skills

Zinnia

Insurance technology for life products

About Zinnia

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Topeka, KansasHeadquarters

2005Year Founded

$1.7MTotal Funding

SEEDCompany Stage

Data & Analytics, FintechIndustries

501-1,000Employees

Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Risks

Integration challenges with Ebix's assets could disrupt operations if not managed well.

Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.

Rapid expansion and onboarding of 770 new team members could strain resources.

Differentiation

Zinnia offers a comprehensive platform for life and annuity insurance products.

The company leverages advanced technology and data analytics for efficient product management.

Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

Upsides

Zinnia secured $300 million in funding from Vista Credit Partners.

The acquisition of Ebix's assets expands Zinnia's market share and service offerings.

Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

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