Zinnia · 4 days ago
Associate I, Placement Team - Policygenius
United States
Full-time
Remote
Entry Level
$45K/yr - $50K/yr
2+ years expZinnia is the leading technology platform for accelerating life and annuities growth, dedicated to simplifying the experience of buying, selling, and administering insurance products. The Placement team is responsible for guiding clients through the life insurance purchasing process, ensuring a smooth customer experience, and collaborating with internal teams to provide exceptional service.
ConsultingInsuranceInsurTechLife InsuranceSaaS
Responsibilities
Become a licensed expert in our life insurance products through hands-on training and collaboration with cross-functional teams
Ensure a smooth and transparent customer experience by providing regular updates via phone, email, and SMS
Maintain consistent availability at or above predetermined goals for incoming/outgoing calls throughout the workday
Retain customers in danger of withdrawing from the life insurance process, chasing all clients for outstanding requirements
Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting to find effective solutions
Address customer questions regarding the life insurance process, including underwriting, decision review, policy delivery, and in-force servicing
Deliver clear and empathetic communication regarding adverse underwriting decisions (impaired risks, postponements, and declines), offering alternative options when possible
Collaborate seamlessly with internal teams and document detailed notes for colleagues to ensure smooth handoffs and effective communication
Qualification
Required
At least 2 years of client-facing experience in call center customer service and/or retention sales
Willingness to obtain a Life/Health insurance license
A customer-centered mindset – motivated by solving problems for both customers and your team
Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients
Jack of all trades - skilled in multitasking and quickly switching between calls (Five9), tasks, and systems (Slack/Zoom/CRM) that may include unrelated subject matter
Eagerness to support the full sales lifecycle, including administering health questionnaires and leveraging consultative upselling techniques to upsell and convert prospects into paid policies
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
Benefits
Health/dental insurance
Parental leave
401(k)
Incentive/bonus opportunity
Tuition reimbursement
Company
Zinnia
Zinnia provides insurance software solutions.
1001-5000 employees
H1B Sponsorship
Zinnia has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (44)
2023 (24)
2022 (28)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$300MKey Investors
Vista Equity Partners
2024-10-15Debt Financing· $300M
Leadership Team
George Esposito
CEO
Ash Sawhney
Head of Life and Annuity Exchange Solutions
Recent News
Life Insurance International
2026-01-22
Hypepotamus
2025-12-24
Company data provided by crunchbase