Case Management Associate - Life Insurance

| Greater NYC Area

Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy all types of insurance online. Since 2014, we’ve become the nation's leading insurance marketplace, raising over $52 million of venture capital and helping more than 5 million people get vital coverage for their families.

We're growing rapidly and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we’ve been voted one of INC's best workplaces two years in a row!

Case Management at Policygenius…

Our Case Management team creates a seamless client experience throughout the underwriting process for all of our life insurance applicants. Supported by advanced technology platforms, internal counterparts, outside vendors, and, of course, insurance carriers themselves, the team aims to ensure that there are no bumps in the road throughout the process from submission of initial application through to offer.

You will...

  • Own and manage an individual caseload of in-process life insurance applications, from submission to carrier through to approval
  • Carry out regular case review and hastily follow up on all outstanding case requirements
  • Create and send new life insurance applications to clients via varying carrier processes
  • Receive and review new life insurance applications for missing information prior to submission to the insurance carrier
  • Coordinate with appropriate carriers and vendors to schedule, reschedule, and track insurance exams and phone interviews
  • Request all supplementary underwriting requirements from clients via electronic communication
  • Order and review underwriting requirements including Attending Physician Statements, supplemental forms and other medical requirements for submission to the insurance carrier
  • Take initiative to review other than applied for offers (AOTAs) to determine if better options exist for our customers
  • Master all carrier workflows, application and underwriting processes and software systems necessary to carry out your responsibilities
  • Collaborate with other operations teams (sales, customer service, customer success, and quality assurance) to ensure a seamless and transparent customer experience

You have...

  • 2+ years work experience in term life insurance case management, service or sales (underwriting experience a plus) and Bachelor’s degree preferred
  • Demonstrated subject matter expertise and workflow mastery in new business platforms across the life insurance industry
  • Capacity to organize and prioritize workload to ensure each case is processed, issued, and placed in a timely manner
  • Ability to communicate consistently, precisely and professionally in both verbal and written communication with internal and external customers alike
  • Superb attention to detail, a positive attitude, effective problem-solving skills 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 teamwork mindset – you take ownership of your work AND your team's success
  • A deep appreciation for the power of a well-placed gif

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!)
Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail

Location

In the heart of the Flatiron district! Conveniently located near several NYC subway stops, the NJ Path train, and a short walk to Penn Station.

An Insider's view of Policygenius

What’s the vibe like in the office?

Think: startup meets productive adult office. The fridge is stocked with La Croix and there's usually a dog or two running around, but there's no ping pong. Everyone works hard and takes the job seriously. Strict "no chuckleheads allowed" policy. People are cool and from a really wide range of backgrounds.

Adam

Senior Product Manager

What kinds of technical challenges do you and your team face?

All of the normal challenges of building a modern (fairly cutting edge actually, if I do say so myself), scalable tech stack, just with the added twist of integrating with a bunch of fairly archaic APIs. The insurance industry historically isn't exactly a bastion of modern technology, but we're doing our darnedest to change that.

Trevor

Senior Software Engineer

What makes someone successful on your team?

Teamwork and problem-solving go a long way on my team and at Policygenius overall. I would say that individual ideas are not only supported but more importantly, encouraged. I'm consistently challenged, but always learning; our environment promotes both individual and professional growth. I'm looking forward to moving to the next level!

Masuda

Customer Success Associate

What is your vision for the company?

Our vision for Policygenius is to be the go-to consumer platform for insurance and financial protection. What Expedia did for travel, we're doing for financial protection. We're already the top platform for under-50 consumers for life insurance and disability insurance, and we're excited to expand that to new categories in 2019!

Jen

CEO

What's something quirky about your company?

So many team members have really interesting stories about their time before Pg. We’ve got trivia champions, ex-magicians, chicken bag experts, and even someone who used to be Madonna’s assistant. It’s all story-telling gold.

Justin

Chief Design Officer

What are Policygenius Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
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