Case Management Associate II (Policygenius)

Alpharetta, GA - HybridFull-time$40,000–$40,0002026-10-15 → 2026-10-16

Core

Manage individual caseloads of life insurance applications through the underwriting process, ensuring seamless client experience from submission to placement.

Role type

Case Management Associate

Builds

Life insurance policy placements and underwriting decisions

Domain

Insurance / Life Insurance

Required skills

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

Preferred skills

Life insurance licensing, Bachelor's degree

Technologies

Insurance software systems, carrier platforms

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

Seniority

Entry-level to Mid-level

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.