Licensed Quoting & Underwriting Specialist - Policygenius

WHO WE ARE:

Policygenius, a Zinnia company, transforms the insurance journey for consumers by providing a one-stop platform to compare options from top insurance carriers, get unbiased expert advice, buy policies, and manage an insurance portfolio in one seamless, integrated experience. Since 2014, our content, digital tools, and experts have served as a resource for millions of people on their insurance journey, and we have sold more than $200 billion in coverage. In 2023, Policygenius was acquired by Zinnia , an insurance technology and digital services company.

WHO YOU ARE:

Are you looking for an exciting opportunity to sit in the driver’s seat and “take the wheel” in your career? We’re looking for an analytical and customer-minded specialist to join our high-performing team of Home & Auto experts! Our goal is to build upon the incredible foundation and culture we’ve created thus far by taking our unprecedented client experience to the next level.

This team reviews incoming customers’ needs for home & auto insurance, then prepares proposals recommending coverage and final quotes. It's an engaging process that is mainly driven by sensitive data entry, combined with sound underwriting decisions. They prepare high quality quote proposals for our Sales team to use in their conversations with clients. They're also constantly looking to improve the processes and standards by which the team operates - and they set the pace when it comes to the team's overall production.

This is a unique opportunity to work across multiple teams at Policygenius to help us continue to grow - and help our customers find the best coverage possible!

Base salary for a successful applicant in this role is expected to be $40,000-$50,000 per year. This role is also eligible for monthly performance incentives. Employees at Policygenius can also expect generous benefits. Final offer amounts are determined by factors such as location, experience and expertise.

WHAT YOU'LL DO:

• Review our customers’ current home & auto insurance needs, then prepare proposals recommending coverages and finalized quotes
• Problem-solve through unique and complex client situations in order to identify the best coverage options for their risks 
• Proactively identify coverage gaps and offer solutions to fill those gaps
• Consistently uphold our quality assurance standards and service level agreements
• Coordinate with underwriters and carriers to effectively advocate for our customers’ needs 
• Collaborate with our sales team to ensure that all client questions are answered and coverage needs are met
• Consistently uphold our quality assurance standards and service level agreements
• Become a domain expert in our team’s processes, our carriers’ appetites, and cross-functional functions
• Identify and vocalize potential areas of improvement in our workflows, product, and processes

WHAT YOU'LL NEED:

• You have at least 2-3 years’ of property & casualty experience and a high level understanding of P&C products
• You have a P&C license
• You have worked with multiple personal lines insurance carriers in order to place a variety of policy types for clients
• You can quickly adapt to new technology and are able to navigate multiple systems seamlessly 
• You’re super analytical, passionate about problem-solving, and extremely detail-oriented
• You value a consultative approach and have a strong customer-first mindset
• You’re a team player with exceptional self-management and organizational skills
• You can effectively balance multiple priorities, including efficiency and quality

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role

WHAT’S IN IT FOR YOU?   

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 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 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