Zinnia

• Serve as the first point of contact for prospective customers via the phone • Demystify the industry jargon and make life insurance easy to understand • Use a consultative sales approach to guide customers through the application process and fulfill their needs via a full suite of term and permanent life insurance product offerings • Work closely with sales teammates to solve complex client problems • Continuously improve your performance in a metrics-driven environment, directly impacting your earnings • Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship • Ensure prospective customers receive unparalleled service

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Placement team is dedicated to delivering exceptional customer service while guiding our clients through the process of purchasing a life insurance policy. Our team plays a vital role in supporting our customers after their initial intake call and collaborating closely with Case Management and Quality Assurance to ensure an optimal insurance shopping experience. - 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. Qualifications - 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 - Excellent career progression and competitive compensation. - Salary range for this position is $45,000 - $50,000. - Great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.

• Brief in, edit, and publish AI-generated life insurance content on Policygenius.com, ensuring accuracy, clarity, and compliance with our editorial and brand guidelines. • Support our SEO content strategy by helping brainstorm new article ideas, identifying content gaps, and contributing to AI/SEO-driven projects that boost rankings and lead generation. • Maintain consistency of voice, tone, and quality across all life insurance content on the site. • Update life insurance articles and rate tables as product information, pricing, and regulations evolve. • Monitor content performance using analytics tools and share insights that inform content improvements and strategy. • Work cross-functionally with editors, marketing specialists, and other teams to ensure content aligns with audience needs and business goals. • Stay informed about emerging AI and SEO trends and contribute ideas for growing visibility across AI-powered discovery channels.