---
title: 'Case Management Associate II (Policygenius) at Zinnia'
canonical: 'https://feeny.ai/job/case-management-associate-ii-policygenius-zinnia-alpharetta-73yr86nznfzy'
type: 'job'
last_seen: '2026-10-20'
---

# Case Management Associate II (Policygenius) at Zinnia

- **Company:** Zinnia
- **Location:** Alpharetta, GA / Short Hills, NJ / Topeka, KS
- **Work type:** hybrid
- **Posted:** 2026-10-15
- **Last confirmed live:** 2026-10-20
- **Apply:** https://job-boards.greenhouse.io/zinnia/jobs/4722303006

## Job description

## WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

## WHO YOU ARE:

Our Case Management team facilitates a seamless client experience through the underwriting process for all life insurance applicants. Supported by advanced technology platforms, internal counterparts, outside vendors, and, of course, insurance carriers themselves, the team ensures that there are no bumps in the road throughout the process from submission of initial application to placement.

## WHAT YOU’LL DO:

- 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 in-force
- Request 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 and underwriting 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

## WHAT YOU’LL NEED:

- Willingness to obtain a life insurance license
- 1+ years’ work experience in life insurance case management
- A customer-centered mindset -- motivated by solving problems for customers and your team
- Strong communication skills 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
- You can organize and prioritize your workload to ensure each case is processed, issued, and placed in a timely manner
- A teamwork mindset, you take ownership of your work AND your team's success
- You communicate consistently, precisely, and professionally in both verbal and written communication with internal stakeholders and clients
- You have superb attention to detail, a positive attitude, effective problem-solving skills and passion for helping clients

## BONUS POINTS:

- Bachelor’s degree
- A life insurance agent or broker license

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $40,000- $45,000. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here

Notice for California residents: Information about how we collect and use your personal information can be found [here](https://zinnia.com/wp-content/uploads/2023/12/CPRA-notice.pdf)

## #LI-JW1

## About Zinnia

## Company Overview
- **One-liner**: Zinnia provides a cloud-native enterprise platform that simplifies the buying, selling, and administration of life insurance and annuity products for carriers, distributors, and agents.
- **Entity Type**: Private (backed by Eldridge Industries, with funding from KKR and Vista Credit Partners)
- **Headquarters**: Greenwich, Connecticut, United States
- **Founded**: 2005
- **Founders**: Not publicly available (the company was formed through the acquisition and combination of multiple entities including Ebix's life and annuity division)

## Core Business
- Primary industry/industries: Insurance Technology (InsurTech), Enterprise Software, Life & Annuity Administration
- Target customers: B2B – Life and annuity carriers, insurance distributors, broker-dealers, and agents
- Mission or purpose statement: "We simplify insurance. We make it faster, easier, and more human for everyone it touches."

## Products & Services
- **Zinnia Platform (The Modern Distribution Hub)**: A unified, cloud-native marketplace that integrates education, product matching, digital order entry, and policy servicing into a single experience for agents and advisors.
- **Zinnia Market Connect**: A connectivity solution that standardizes operations and accelerates growth across the insurance value chain.
- **Zinnia Now**: A set of modern digital tools to enhance and/or convert legacy systems for a transformed customer experience.
- **Zinnia Launch**: A fast-track solution to accelerate product design, deployment, and distribution to market.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Annual Revenue of $165.0M (LinkedIn estimate); Total Funding of $300.0M (Debt Financing, Oct 2024)
- **Notable Investors/Partners**: Parent company is Eldridge Industries. Backed by funds managed by KKR and Vista Credit Partners. [linkedin.com](https://www.linkedin.com/company/zinniatm)
- **Growth Signals**:
    - Over $180 billion in assets under administration.
    - Serves 100+ carrier clients, 2,500+ distributors and partners, and over 2 million policyholders.
    - Processes over 50% of U.S. annuity digital sales through broker-dealers via DTCC.
    - Headcount grew 20.8% year-over-year to 1,625 employees.
    - Has acquired multiple companies to scale, including PolicyGenius (2023), Breathe Life (2022), Convergent Financial Technologies (2020), and Life.io (2019).
    - Recently completed the acquisition of Ebix’s life and annuity division (announced 2025).

## Competitive Advantages
- **Market Dominance**: Processes a majority of digital annuity sales in the U.S., giving it a powerful network effect and deep integration with the DTCC.
- **Scale & Trust**: Supports over $180B in assets under administration and is trusted by top carriers and banks, creating a high barrier to entry for competitors.
- **End-to-End Platform**: Offers a unified, modular, cloud-native platform that covers the entire policy lifecycle (design, distribution, administration, servicing), reducing complexity for clients.
- **Proven Acquisition Integration**: Has a strong track record of acquiring and integrating complementary businesses (PolicyGenius, Breathe Life) to expand capabilities and market reach.

## Strategic Focus
- **Platform Consolidation**: Continuing to integrate acquired assets (especially the Ebix L&A business) into a single, cohesive platform.
- **Modernization of Legacy Systems**: Helping carriers convert from outdated legacy systems to modern, cloud-native digital tools.
- **Expanding Distribution**: Leveraging the "Modern Distribution Hub" to connect more carriers, distributors, and agents in a single marketplace.
- **Innovation with AI**: Actively hiring for AI and ML roles, indicating a focus on embedding intelligence into their platform for better product matching and servicing.

## Why Work Here
- **Impact at Scale**: Employees see the direct impact of their work on the financial security of millions of policyholders and retirees. As stated on their careers page, "as an engineer, your code ensures retirees can trust their income for decades." [zinnia.com](https://zinnia.com/en/careers)
- **Growth & Learning**: The company emphasizes mentorship, stretch projects, and a culture of curiosity. The rapid headcount growth and acquisition history provide opportunities for career advancement.
- **Culture**: Values are "Be Bold, Team Up, Deliver Value." The careers page highlights a collaborative, non-ego-driven environment where "every voice is heard."
- **Work Policy**: Hybrid and remote options available depending on the role and location (e.g., Alpharetta, GA is hybrid; some US roles are remote; major office hubs in Noida and Gurugram, India).
- **Compensation & Benefits**: Glassdoor reviews rate compensation and benefits at 3.9/5, with employees noting "excellent benefits" and "competitive pay" as pros. [glassdoor.com](https://www.glassdoor.com/Reviews/Zinnia-Reviews-E7684629.htm)
- **Employee Sentiment**: Glassdoor rating of 3.7/5, with 71% of employees willing to recommend to a friend. Pros include great people and culture. Cons mentioned include work-life balance concerns and recent layoffs/restructuring.

## Sources
1. [zinnia.com](https://zinnia.com/en)
2. [zinnia.com - Careers](https://zinnia.com/en/careers)
3. [linkedin.com](https://www.linkedin.com/company/zinniatm)
4. [glassdoor.com](https://www.glassdoor.com/Reviews/Zinnia-Reviews-E7684629.htm)
5. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/zinnia)

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