New Business Case Manager

New Business Case Manager

Location: San Antonio, TX
Schedule: Monday – Friday 8 am-6 pm

Opportunity Overview: Zinn Insurance is looking for a New Business Case Manager to join their growing team in San Antonio, TX. The ideal candidate for this role will be organized, personable, optimistic, enthusiastic, loyal, and fun. Monique Zinn, the CEO, has been an experienced executive and leader in the insurance industry for 20 years and started the agency in 2004.

If you have solid attention to detail, can multitask, manage a team, and keep a smile, this might be the perfect opportunity for you!

Who You Are: An ideal candidate wants to work in a fast-paced environment and is willing to take the initiative when necessary. Experience in the insurance industry is not required; only a high-level knowledge of Microsoft Office Suite, excellent communication skills, and an ability to deliver quality results, meet deadlines, provide superior client care, and manage a team. A college degree is not required.

What’s In It for You:

  • Compensation package
  • Benefits: Health, Dental, Vision, Life, and Concierge insurance for employee coverage
  • Company-paid time off & eight (8) paid holidays
  • Professional growth opportunities available and possibility for advancement

Job Responsibilities Include:

  • Working with new business clients and sales team
  • Processing carrier applications
  • Obtaining quotes from carriers.
  • Install clients in our Benefits Administration & HR systems
  • Answering phones, inputting business lines in databases.
  • Updating reports where needed
  • Reaching out to the clients for missing information via phone and email.
  • Works directly with our Group Case Managers and Leadership Team
  • Prioritize emails and various projects
  • Expected to handle highly sensitive and confidential financial, legal, personnel, and institutional information while exercising professionalism and discretion
  • Coordinate work with other staff as needed; plays a vital role in the coordination of projects
  • Other additional and alternative duties as assigned from time to time, including supporting other departments or Executives as needed


  • Coachable
  • Three to five years in management/ leadership
  • Understands a sales pipeline
  • Desire to grow
  • Time Management skills
  • Strong attention to detail
  • Organized, multi-tasker with high standards for excellence
  • Strong communication and interpersonal skills
  • Team and goal-oriented
  • Strong work ethic and resourcefulness
  • Advanced understanding of software programs such as Microsoft Office Suite
  • Three to five years’ prior experience in supporting Executive level management.

Who Are We? We are a fast-paced insurance agency that thinks outside of the box. Some might call us a little crazy. We work hard, laugh a lot, and play hard. We come from diverse backgrounds and enjoy an eclectic array of music to increase productivity and brighten our day! We also take coffee very seriously! Our passion fires up our creative spirits like a warm cup of joe. We are a results-driven strategic machine that values self-motivation and the ability to harness your own initiative to get the job done. However, we are always a team first and everyone is willing to guide and help!

Monique Zinn has over 20 years of experience in the insurance industry and founded the company in 2004. She is an insurance expert and has grown the company double digits consecutively over the last five years.

We provide paid time off, eight paid holidays, flexible work schedules with hybrid workspaces, team events, ongoing growth and education, and employee benefits that include concierge medicine, medical, dental, vision, life, disability, and retirement benefits.

Our company values are:
Loyalty to our clients and team
Always putting the client first
Follow company culture

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