Case Management Associate - Disability

| Greater NYC Area
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Advanced Planning at Pg…

Remember the Mighty Ducks movies (one or two, we all forgot about three…)? Remember how they would take on insurmountable odds, but always used their teamwork to overcome their bigger, tougher opponents? That’s the Advanced Planning team at Policygenius.

Our Advanced Planning team takes on the challenge of protecting our client’s income and tailoring contracts to fit their needs. The Sales Associates and Case Managers work side by side to answer tough questions and give advice on how income protection fits together inside their financial plan. The team works as a unit to help our users find the best coverage available, while supporting them as they move through the underwriting process to place their new policy. This role sits in our broader operations department and reports to our Disability Insurance Sales Manager.

As a Case Manager - Advanced Planning you would be part of a close-knit team that learns on the go and takes on any challenge that comes our way.

You will...

  • Drive a ‘needs based’ disability insurance sales process and help our clients design the right policy fit their profile
  • Coordinate with with our brokers and carriers to efficiently communicate our clients’ needs
  • Conduct regular client follow-up and check-ins on outstanding applications, exams, financial documents, and phone interviews
  • Adhere to team norms and policies, while meeting quality standards and service level agreements (SLAs) in your daily work
  • Provide actionable feedback from clients to drive process and product improvements

You have...

  • Functional knowledge of and 1+ years work experience in financial planning and disability insurance
  • A life, accident & health insurance agent or broker license (preferred)
  • A service mindset and passion for helping clients
  • Honesty & integrity – you do not cut corners ethically and can be trusted to do the right thing for clients and for the team
  • A positive attitude and desire to be apart of a team where you can take ownership of your work AND your team's success
  • Strong verbal and written communication skills
  • Self management and the ability to prioritize workflows
  • A bachelor’s degree or equivalent experience
  • A deep appreciation for the power of a well-placed gif
  • Mastered the knuckle-puck shot

You’ll get...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Flexible PTO
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It’s a secret!)

About Policygenius

Policygenius is America's leading online insurance marketplace. Since 2014, our mission has been to help people get the financial protection they need (and feel good about it). We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. Our CEO and co-founder, Jennifer Fitzgerald, is one of only four women in the US fintech space to raise over $50 million in venture capital funding, and we’ve helped more than 30 million people shop for all types of insurance, placing over $35 billion in coverage to date.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" two years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law. 

Come join the team!

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Location

Located in Manhattan's Financial District, we're conveniently located near several NYC subway stops, the NJ Path train, and across the street from the ferry terminal. The office features stunning views and is steps away from countless restaurants, including the lively South Street Seaport area.

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