WHO WE ARE:  

Policygenius, a Zinnia company, transforms the insurance journey for consumers by providing a one-stop platform to compare options from top insurance carriers, get unbiased expert advice, buy policies, and manage an insurance portfolio in one seamless, integrated experience. Since 2014, our content, digital tools, and experts have served as a resource for millions of people on their insurance journey, and we have sold more than $200 billion in coverage. In 2023, Policygenius was acquired by Zinnia, an insurance technology and digital services company.

WHO YOU ARE:

As a Customer Engagement Associate, you pride yourself on delivering a high-quality customer experience while also ensuring you do everything you can to get our customers to purchase a policy. You wear a lot of hats and often work closely with Case Management and Quality Assurance to provide the best insurance shopping experience ever. Our mission is to educate our customers on the life insurance buying process to ensure we get them the policy that fits their needs. 

The work we do is no walk in the park--but it is super rewarding and has an immediate tie to the organizations mission. You will get to exercise problem-solving on the fly, out-of-the-box thinking, and versatility. Issues? We'll take care of it. Complexities? We'll solve it. Questions? We’re all over it. Intrigued? Then come and join our team!

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

WHAT YOU’LL DO: 

• Become a licensed expert on our term life insurance products through independent onsite training and cross-team collaboration
• Ensure a seamless and transparent customer experience with regular status updates and an emphasis on customer retention via phone, email, and SMS 
• Master workflows while navigating insurance carrier websites and our proprietary CRM software, and take the wheel when troubleshooting and proposing solutions
• Address customers’ questions about the life insurance buying process to include the application, underwriting, and policy delivery
• Communicate adverse underwriting decisions (impaired risk, postpones, and declines) with empathy and tact and recommend alternative options, if they are available 
• Communicate masterfully when working with internal stakeholders and leaving internal notes for your colleagues

WHAT YOU’LL NEED: 

• Willingness to obtain a life insurance license 
• A customer-centered mindset -- motivated by solving problems for customers and your team
• Strong communication and effective listening skills with an attention to detail
• Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience
• Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team
• A teamwork mindset -- you take ownership of your work AND your team's success
• The desire to learn and grow professionally and contribute to the success and culture of the company
• A high degree of comfort in getting involved in the sales process

BONUS POINTS:

• 1 years of client-facing work experience and Bachelor’s degree a plus (relevant work experience in lieu of degree)
• Retention sales experience 
• A life insurance agent or broker license

WHAT’S IN IT FOR YOU? 

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $40,000 - $45,000. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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