Case Management Associate II (Policygenius)

USA - RemoteFull-time$40,000–$40,0002026-10-07 → 2026-10-09

On-site

Core

Manage individual caseloads of in-process life insurance applications from submission to placement, handling underwriting requirements and carrier workflows.

Role type

Life insurance case management associate

Builds

Life insurance policies for clients

Domain

Insurance / Life insurance

Required skills

Life insurance case management, carrier workflow mastery, underwriting decision review, cross-functional collaboration, workload prioritization

Preferred skills

Life insurance license, Bachelor's degree (via careerplan.io/jobs/4706537006-case-management-associate-ii-policygenius-at-zinnia)

Technologies

Insurance software systems

Responsibilities

Create and send life insurance applications to clients, request and obtain underwriting requirements, review underwriting decisions for better options, collaborate with operations teams to improve processes

About Zinnia

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.