Teams at Zinnia (zinnia.com)

Manage a caseload of in-process life insurance applications from initial application through underwriting and placement. Obtain client requirements, review underwriting decisions, coordinate with carriers and vendors, and master relevant workflows and software systems. Collaborate with sales, customer service, customer success, and quality assurance teams on process improvements. Maintain timely, accurate, and customer-focused case handling while communicating effectively with clients and internal stakeholders.

Manage inbound phone leads from prospective life insurance customers, explain coverage and industry terminology, and guide customers through the application process using a consultative sales approach. Collaborate with teammates to resolve complex customer needs, meet performance metrics, and improve sales results through coaching and ongoing development. The role is remote, customer-facing, and may include evening and weekend work.

Own Policygenius’ organic, paid, and influencer social media strategy. Responsibilities include planning and optimizing paid campaigns, managing influencer relationships, creating content, engaging communities, conducting testing, tracking performance metrics, producing leadership reports, and collaborating with creative, content, legal, sales, and analytics teams. The role drives brand awareness, engagement, customer acquisition, and advocacy while ensuring compliance with regulatory requirements.