Underwriting Consultant
Pacific LifeFull Time
Junior (1 to 2 years)
Candidates should possess at least one year of work experience in life insurance case management, a customer-centered mindset, strong communication and listening skills with attention to detail, and the ability to prioritize workload and provide actionable feedback. A life insurance license is required, and a Bachelor’s degree is a plus.
The Case Management Associate will own and manage an individual caseload of in-process life insurance applications, requesting and obtaining underwriting requirements from clients, reviewing underwriting decisions, mastering carrier workflows and software systems, and collaborating with cross-functional teams to ensure a seamless customer experience and improve processes.
Insurance technology for life products
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.