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.
About Advanced Planning at PG…
Remember the Mighty Ducks movies (one or two, we all forgot about three…)? Remember how they would take on insurmountable odds, but always used their teamwork to overcome their bigger, tougher opponents? That’s Advanced Planning at Policygenius.
Our Advanced Planning team takes on the challenge of selling and fulfilling products that are traditionally hard to place in the insurance industry, such as disability and whole life insurance. Our Sales Associates and Case Managers work side by side to answer tough questions and give advice on how the pieces of a financial plan fit together with insurance. The team works as a unit to help our users find the best protection out there, while supporting them as they move through the underwriting process and place their new policy. This role reports to our General Manager of Disability Product and sits in our broader operations department.
Do you take pride in delivering an awesome experience for clients? Are you a team-player and a great communicator? Do you want to work directly with other company stakeholders to build the foundation of the greatest service organization in insurance? Then come join the Policygenius team!
As an Advanced Planning Senior Associate you would be part of a close-knit team that learns on the go and takes on any challenge. Come be part of our Flying V!!!
Serve as an in-house financial planning expert for our life and disability insurance teams
Provide best in class customer service to our life insurance users, focusing on complex financial planning cases
Drive a ‘needs based’ whole life and term conversion sales process
Support the disability insurance sales agents with client outreach
Collaborate with sales management to drive our advanced planning philosophy and value proposition
Coordinate with with our brokers and carriers to efficiently communicate our clients’ needs
Conduct regular client follow-up and check-ins on outstanding applications, exams, financial documents, and phone interviews
Adhere to team norms and policies and meet quality standards and service level agreements (SLAs) in your daily work
Contribute toward team goals and support onboarding of new team members as required
Provide actionable feedback from clients 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
Mastered the knuckle-puck shot
Knowledge of and at least 4 years work experience in a financial planning capacity
A positive attitude, effective problem-solving skills and passion for helping clients
A service mindset – motivated by solving problems for clients and your team
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
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
Strong attention to detail and self-management
Ability to organize and prioritize workload while maintaining frequent communication to manage customer expectations appropriately
Ability to react to change in a productive and positive manner
A bachelor’s degree or equivalent experience
Financial planning certification a plus
A deep appreciation for the power of a well-placed gif
Key success metrics for your role…
Conversion of applications to policies
Shortened time our applicants spend in underwriting
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
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!
Some fun surprises when you join… (Shhh… It’s a secret!)