Case Management Associate II

Zinnia

. Own and manage an individual caseload of in-process life insurance applications from creating and sending the application through underwriting in-force .

Posted 10/15/2026full-timeAlpharetta • United StatesJuniorMid-Level💰 $40,000 - $45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in life insurance case management, including managing applications, understanding underwriting processes, and ensuring a positive customer experience. Strong communication, attention to detail, and teamwork are essential for success in this role.

Highest-signal resume keywords

Life Insurance Case ManagementUnderwriting ProcessesCustomer-Centered MindsetEffective Communication SkillsTeamwork and Ownership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case ManagementUnderwriting RequirementsApplication ProcessingWorkflow MasteryProcess Improvement

Soft Skills

Attention to DetailEffective ListeningOrganizational SkillsProblem-Solving SkillsPositive Attitude

Certifications & Qualifications

Life Insurance License

Industry Keywords

Life InsuranceCustomer ExperienceCross-Functional CollaborationQuality AssuranceSales Support

About the role

Key responsibilities & impact

Own and manage an individual caseload of in-process life insurance applications from creating and sending the application through underwriting in-force
Request and obtain underwriting requirements from clients
Review underwriting decisions to 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
Help ensure a seamless, transparent customer experience and improve processes

Requirements

What you’ll need

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
Teamwork mindset and ownership of work and team success
Consistent, precise, and professional verbal and written communication
Positive attitude and effective problem-solving skills
Passion for helping clients
Bachelor’s degree is a bonus point
Life insurance agent or broker license is a bonus point

Benefits

Comp & perks

Excellent career progression
Competitive compensation
Health insurance
Dental insurance
Parental leave
401(k)
Incentive/bonus opportunity
Tuition reimbursement
Collaboration with smart, creative professionals
Equal Opportunity employer committed to a diverse workforce