Policygenius

Customer Engagement Associate - Life Insurance at Policygenius (Remote)

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Customer Engagement at Policygenius...

The Customer Engagement team at Policygenius prides itself on delivering a high-quality customer experience while also ensuring we do everything we can to get our customers to purchase a policy. We 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 Policygenius’ 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, Nevada, and Rhode Island are not eligible for this remote role.

You will...

  • 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 

Need to have

  • 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
  • A deep appreciation for the power of a well-placed gif

Nice to have

  • 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

Our customer engagement associates typically work Monday through Friday 9am - 6pm shifts in their time zone, with opportunities for flexible shifts and overtime! Saturday shift every 5-6 weeks is also required. We offer bonuses to those who qualify.

You’ll get...

  • 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!

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Where we are

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.

Technology we use

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

Policygenius Benefits Overview

People are at the core of everything Policygenius does. Policygenius invests in strong benefits — insurance, generous PTO, 401(k) matching, a pet “pawlicy” — and prioritizes creating a great employee experience. Even during a pandemic and adjusting to remote work, they maintained their people-first, values-first philosophy by expanding mental health offerings and supply budgets to ensure employees could bring their best selves to work, even at home. Parents were offered flexible work hours and Policygenius launched digital wellness-focused programming. They prioritized social responsibility and diversity, equity and inclusion, including matching charitable donations and investing in employee affinity groups.

Culture
Volunteer in local community
Policygenius has participated in Memorial Sloan Kettering's Cycle for Survival year after year in support of rare cancer research.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
Family Medical Leave
Company sponsored family events
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
Recreational Clubs
Relocation Assistance
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Time allotted for learning
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

People are at the core of everything Policygenius does. Policygenius invests in strong benefits — insurance, generous PTO, 401(k) matching, a pet “pawlicy” — and prioritizes creating a great employee experience. Even during a pandemic and adjusting to remote work, they maintained their people-first, values-first philosophy by expanding mental health offerings and supply budgets to ensure employees could bring their best selves to work, even at home. Parents were offered flexible work hours and Policygenius launched digital wellness-focused programming. They prioritized social responsibility and diversity, equity and inclusion, including matching charitable donations and investing in employee affinity groups.

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 Team Lead

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

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