
1001 - 5000 employees
💼 Consulting
🏥 Healthcare
Consulting • Healthcare • Financial Services
Zinnia is a company that builds platforms supporting the entire lifecycle of the life and annuities industry. It brings simplicity, speed, scale, and an excellent experience to this growing market. Zinnia enables carriers to design and launch new products faster, distribute them across multiple channels, and efficiently service policies, thus driving growth and delivering value at every stage of the life and annuity lifecycle. Zinnia's solutions also connect people with insurance products using marketplace capabilities, enabling distributors to better meet consumer needs and accelerate business results. By modernizing digital experiences, Zinnia integrates with legacy systems to streamline operations and improve quality and risk management, serving advisors, policyholders, and carriers efficiently.
🔥 1 minute ago
🇺🇸 United States – Remote
💵 $40k - $45k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚫👨🎓 No degree required
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1001 - 5000 employees
💼 Consulting
🏥 Healthcare
Consulting • Healthcare • Financial Services
Zinnia is a company that builds platforms supporting the entire lifecycle of the life and annuities industry. It brings simplicity, speed, scale, and an excellent experience to this growing market. Zinnia enables carriers to design and launch new products faster, distribute them across multiple channels, and efficiently service policies, thus driving growth and delivering value at every stage of the life and annuity lifecycle. Zinnia's solutions also connect people with insurance products using marketplace capabilities, enabling distributors to better meet consumer needs and accelerate business results. By modernizing digital experiences, Zinnia integrates with legacy systems to streamline operations and improve quality and risk management, serving advisors, policyholders, and carriers efficiently.
• Own and manage an individual caseload of in-process life insurance applications from creating and sending the application to the client through underwriting in-force • Request and obtain underwriting requirements from clients • Review underwriting decisions and determine whether better options exist for customers • Master carrier workflows, application and underwriting processes, and required software systems • Collaborate on cross-functional projects with sales, customer service, customer success, and quality assurance teams • Ensure a seamless and transparent customer experience • Improve operational processes
• Willingness to obtain a life insurance license • 1+ years’ work experience in life insurance case management • Customer-centered mindset • Strong communication and effective listening skills • Attention to detail • Ability and willingness to provide and receive actionable feedback • Ability to organize and prioritize workload • Ability to process, issue, and place each case in a timely manner • Teamwork mindset and ownership of work and team success • Consistent, precise, and professional verbal and written communication • Superb attention to detail • Positive attitude • Effective problem-solving skills • Passion for helping clients • Bachelor’s degree is a bonus point, not required • Life insurance agent or broker license is a bonus point, not required
• Health/dental insurance • Parental leave • 401(k) • Incentive/bonus opportunity • Tuition reimbursement • Excellent career progression • Competitive compensation • Collaboration with smart, creative professionals
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