Associate I, Insurance Platforms

Zind Erprogram; Alpharetta (GA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Health/dental insurance

401(k)

Tuition reimbursement

Bonus opportunities

Job summary

Zinnia is seeking an Associate I, Insurance Platforms to provide high-quality phone support to customers and sales representatives, handle information requests, and research issues to ensure successful outcomes. You will relay information accurately to customers, sales reps, or clients in verbal and written form.

Responsibilities include answering calls, resolving questions, processing contract-level requests, and building strong client relationships while maintaining compliance with policies

Qualifications

• High school diploma or equivalent; college degree preferred.
• 1–2+ years’ customer service and transaction processing experience.
• 1–2+ years’ call center experience.
• Financial services experience preferred.
• Strong PC and keyboarding skills with Microsoft Office.
• Excellent oral, written, and interpersonal communication.

Responsibilities

• Answers incoming calls and completes outgoing calls as needed.
• Provides customer support and answers questions comprehensively.
• Processes contract-level transactions including applications, billings, transfers, etc.
• Researches and analyzes issues to ensure resolution.
• Builds relationships with clients and customers as a dedicated resource.
• Maintains high quality service delivery and accurate information.
• Develops understanding of products, policies, procedures, regulations, and laws.

Skills

Microsoft Office

Communication skills

Customer service

Call center

Research & analysis

Education

High school diploma or equivalent

College degree preferred

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.

WHO YOU ARE

The Associate I, Insurance Platforms is a professional within the financial services industry with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

WHAT YOU’LL DO

The Associate I, Insurance Platforms will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication.

• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues to ensure successful outcomes and or resolution
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

WHAT YOU’LL NEED

• High school diploma or equivalent required, college degree preferred
• 1 to 2+ years’ experience providing customer service and transaction processing support
• 1 to 2+ years’ call center experience
• Financial services experience preferred
• Work history which demonstrates personal growth and aptitude for advancement.
• Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software.
• Demonstrated and effective oral, written, and interpersonal communication skills.
• Ability to work effectively with other internal teams and associates
• Incumbents must be able to work required overtime.

WHAT’S IN IT FOR YOU

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. 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.

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