Zinnia

Case Management Associate, Life Insurance - Policygenius

United States

Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, BiotechnologyIndustries

Requirements

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.

Responsibilities

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.

Skills

Life Insurance
Underwriting
Case Management
Client Experience
Process Improvement
Collaboration

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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