Associate II - New Business

AVP; Gurugram District; On-site; INR 420,000 - 660,000; Full time

Job summary

Zinnia is a leading technology platform enabling growth in life and annuities. This role involves processing new business applications for annuities, reviewing documents for accuracy, and ensuring timely follow-ups and compliance.

Candidates should have 1+ year in life insurance or financial services and strong English communication. Graduation in any stream, preferablyCommerce graduates, with proficiency in MS Excel and Outlook are desired.

Qualifications

• Graduation in any stream required.
• Commerce graduate preferred.
• 1+ year experience in Life Insurance, annuities or financial services.
• Typing 30+ WPM with 98% accuracy.
• Effective English business communication skills.
• Proficient with MS Excel and MS Outlook.
• Ability to learn new software tools and navigate multiple screens.

Responsibilities

• Process new business applications and related transactions for annuity policies.
• Review applications, payment information and documents for completeness and compliance.
• Research and process requests across multiple screens and applications.
• Initiate and manage follow-up requirements for information, transfers and funding.
• Resolve moderately routine questions following guidelines and escalation paths.
• Maintain accurate documentation and case notes throughout lifecycle.
• Develop knowledge of insurance products, services and processes.
• Work with strict timelines and non-rotating US shift timings.

Skills

English communication

Typing speed

MS Windows proficiency

Email/letter writing

Education

Graduation in any stream

Commerce graduate preferred

Tools

MS Excel

MS Outlook

Job description

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHAT YOU'LL DO:

• Process new business applications and related transactions for annuity policies.
• Review applications, payment information and supporting documents for completeness and compliance with business requirements.
• Research and process requests while working on multiple screens and applications.
• Initiate and manage follow-up requirements for outstanding information, transfers, funding and correspondence.
• Resolve moderately routine questions following pre-established guidelines and escalation paths.
• Maintain accurate documentation, case notes and workflow status throughout the new business lifecycle.
• Develop and maintain a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Ability to work with strict timelines and non-rotating US shift timings.

WHAT YOU'LL NEED:

• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience in Life Insurance, Annuities or financial services, with a focus on quality, attention to detail, accuracy and accountability for your work product.
• Experience in a professional/office-related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens and learn new software tools.
• Must be able to type 30+ WPM with 98% accuracy.
• Effective English business communication skills required to exchange information with clients, agents and internal partners.
• Ability to solve basic mathematical problems and interpret financial information.
• Must have basic Email/Letter writing skills.
• Good understanding of MS Excel and MS Outlook.
• Life/Annuity Insurance domain knowledge is required; annuity new business processing experience is preferred.