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Case Management Associate - Property & Casualty

PolicyGenius, Durham, NC

The easy way to compare and buy life insurance


Property & Casualty at Policygenius...

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 Case Manager to join our high-performing team of Property & Casualty experts! We’re looking to build upon the incredible foundation and culture we’ve created by taking our newest product vertical and unprecedented client experience to the next level! 

This role provides back-end support to our sales team, while managing the customer journey through the quoting and underwriting piece of the funnel. Reporting into the Operations Manager of Case Management, this is a unique opportunity to work directly across all teams at Policygenius to scale an integral part of our growth strategy.

In this role, you will...

  • Review our customers’ current home & auto insurance needs, then prepare proposals recommending coverages and finalized quotes
  • Consistently uphold our quality assurance standards and service level agreements
  • Coordinate with our underwriters and carriers to effectively advocate for our customers’ needs 
  • Collaborate with our Customer Success and Sales teams to ensure an exceptional customer experience and continue building out our rapidly expanding product line
  • Holistically problem-solve to assist our specialized customers with unique home & auto needs
  • 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

We’d love to hear from you if...

  • You have 1-3 years’ of property & casualty experience and a high level understanding of insurance products
  • You can quickly adapt to new technology and are able to navigate multiple systems regularly 
  • 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 exhibit honesty & integrity – you do not cut corners ethically and can be trusted to do the right thing for clients and for the team

You can expect...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Generous PTO 
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship!!!

About Policygenius

Policygenius is America's leading online insurance marketplace. Since 2014, our mission has been to help people get the financial protection they need (and feel good about it). We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. Our CEO and co-founder, Jennifer Fitzgerald, is one of only four women in the US fintech space to raise over $50 million in venture capital funding, and we’ve helped more than 30 million people shop for all types of insurance, placing over $35 billion in coverage to date.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" two years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law. 

Come join the team!

About PolicyGenius

About us PolicyGenius, based in NYC, was founded in 2014 by two former McKinsey consultants who saw an opportunity to shift the notoriously outdated insurance industry online and into the hands of consumers. The company now provides the only place online to comparison shop for life, health, long-term disability, renters and pet insurance through its highly accurate quoting engine. Its proprietary Insurance Checkup™ also lets users discover their coverage gaps and find highly tailored solutions for their exact needs.

Want to learn more about PolicyGenius? Visit PolicyGenius's website.