In case this isn't obvious: you need insurance. The distaste you just felt at the word “insurance” is what drives us to upend the industry. Financial protection might never be super fun, but at least it can be easy.

PolicyGenius is a NYC-based tech startup with a mission to help people get the financial protection they need and have them feel good about it. We are changing a massive industry by making insurance shopping faster, friendlier and more transparent for online consumers. Since our launch in 2014, we’ve achieved rapid growth in a notoriously difficult industry and established ourselves as a pioneer in a now hot sector of FinTech. We're at an exciting inflection point, having raised over $52 million of venture capital, and we're focused on building out our powerhouse team. Think of us as a one-stop-shop for all the financial protection you’ll ever need.

Case management at PolicyGenius


Do you have a knack for customer problem-solving and an eye for detail? Do you like take pride in delivering an organized and complete work product for customers? Do you want to work with company leadership to build the foundation of the greatest customer organization in insurance?

Then come join the PolicyGenius case management team!

This role is the critical link among our life insurance customers, agents and insurance partners. You’re working with the front line of the PolicyGenius life insurance organization: ensuring application packages are in good order, gathering and reviewing underwriting requirements, and helping our customers secure the best available offer for their life insurance needs.

You will...

  • Perform a player-coach role for the case management team: coaching associates while still performing associate-level activities as necessary
  • Manage case escalations and difficult team conversations -- both directly and via coaching & tactical guidance
  • Ensure the day-to-day success of the team, which includes coaching & answering questions, tactical feedback, and supervising queues
  • Own your professional development to become an operations manager
  • Help associates prioritize work and serve as right-hand person for your direct manager
  • Identify opportunities for improvement (i.e., process, strategy, tools, culture, etc.) in the case management team; work with manager to develop and execute small initiatives to capture those opportunities
  • Build followership and be known as someone people want to work with
  • Participate in cross-team meetings to drive overall operations improvements
  • Work collaboratively with peers and other operations team leads and managers to benchmark and implement best practices
  • Provide actionable feedback from clients and the team to drive process and product improvements
  • Partner with the business and technology team to design and test workflows that will be the foundation for the PolicyGenius client service organization.

You have...

  • Demonstrated subject matter expertise and workflow mastery for case management
  • Earned trust with strong performance in your current role, dependability and maturity
  • Strong management and prioritization skills
  • A problem-solving and service-oriented mindset
  • A positive attitude, effective problem-solving skills and a passion for coaching & mentorship
  • Demonstrated people skills: sound judgment in people situations, ability to have difficult conversations, ability to deliver feedback in line with the PG model, empathy and tact
  • Strong communication skills with an attention to detail
  • Humility and an openness to learn
  • Honesty & integrity – you do not cut corners ethically and can be trusted to do the right thing for clients and for the team
  • A teamwork mindset -- you take ownership of your work AND your team's success
  • The desire to grow professionally and contribute to the success and culture of the company
  • At least 3 years of relevant experience
  • A bachelor’s degree or equivalent experience
  • A deep appreciation for the power of a well-placed gif

Working at PolicyGenius…

  • Competitive compensation and company-paid health, dental, vision, life, and disability insurance
  • A custom-designed office between Flatiron and Union Square
  • 401k plan, FSA & commuter benefits
  • Flexible PTO and opportunities for paid training
  • Mentorship and coaching from leadership
  • The opportunity to say you were one of the early employees in the company that’s going to shake up a big, old-fashioned industry!
  • FUN, diverse, open-minded coworkers!
  • Dog companionship!!
  • Some fun surprises when you join… (Shhh… It’s a secret!)
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