Policygenius
New York, NY
Remote

Junior Case Management Associate - Life Insurance at Policygenius

| Remote
Sorry, this job was removed at 11:58 a.m. (EST) on Thursday, March 24, 2022
Find out who’s hiring remotely
See all Remote jobs
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Case Management at Policygenius…

Our Case Management team helps create a seamless client experience throughout the underwriting process, into post-offer delivery, and during inforce servicing 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. Located in our Durham, NC headquarters, you will join a growing team, thrilled to be a part of the North Carolina community!

In this role, you will...

  • Own and manage an individual caseload of in-process life insurance applications, beginning with creating and sending the application to the client and continuing through underwriting approval, and into policy release, and inforce client servicing
  • Coordinate with clients and vendors to schedule and track insurance exams
  • Order and obtain underwriting requirements from the client and take initiative to review underwriting decisions to determine if better options exist for our customers
  • Master all carrier workflows, application, underwriting, and policy release processes, and software systems necessary to carry out your responsibilities
  • 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 1+ year of relevant work experience in service or sales preferably with a Bachelor’s degree (This role is open to new & recent grads!)
  • You’re interested in learning the life insurance industry and nuances of life underwriting
  • You can organize and prioritize your 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 
  • You can expect...

    • Company-paid health, dental, vision, life & disability insurance
    • A flexible-first workplace, with the freedom to work in our beautiful offices or remotely as needed based on the needs of your role, team, and the business
    • 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!

See More
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

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
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail
Previous
Next

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

More Jobs at Policygenius