Case Management Coordination at Policygenius…

Our Case Management Coordination team helps create a seamless client experience by helping the applicant sign their application and complete their medical exam 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. 

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

In this role, you will...

• Become a licensed expert on our term life insurance products through independent onsite training and cross-team collaboration
• Own and manage an individual caseload of in-process life insurance applications, beginning with coordinating applicants in scheduling their life insurance medical exam and continuing to assist the client until they enter underwriting.
• Ensure a seamless and transparent customer experience with regular status updates and an emphasis on customer retention via phone, email, and SMS 
• Address customers’ questions about the life insurance buying process to include the application and medical exam
• Call applicants during various points of the Sign & Exam process to ease friction points 
• Master all application and exam workflows and software systems necessary to carry out your responsibilities
• Continuously review the best carrier options to get the customer the most suitable coverage at the most affordable price.
• Collaborate on cross-functional projects with other operations teams (sales, customer service, customer success, and quality assurance) to ensure a seamless and transparent customer experience and improve our processes

We’d love to hear from you if...

• You have 2+ years of client facing work experience and Bachelor’s degree preferred.
• You’re interested in learning the life insurance industry and problem solving with third party vendors
• You can organize and prioritize your workload to ensure each case obtains an application signature and scheduled medical exam 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
• You're comfortable getting licensed in life insurance for this position

Our operating hours are 8am - 6pm EST, Monday through Friday so you have the opportunity to work a few different flexible shifts as well as the opportunity for overtime! Saturday & Sunday shifts are offered as part of standard overtime. We offer bonuses to those who qualify.

You can expect...

• Company-paid health, dental, vision, life & disability insurance
• 401(k) plan, FSA & commuter benefits
• Generous 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

About Policygenius

Policygenius transforms the insurance journey for today’s consumer, providing a one-stop platform where customers can compare options from top insurance companies, get unbiased expert advice, buy policies, and manage their insurance portfolio, all 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 $120 billion in coverage. In early 2020, we announced our Series D funding round of $100 million, which brought our total funding to just over $150 million.
At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Even with our rapid growth, 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" four 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!