Associate II- Post Issue

Zinnia; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

Zinnia, a leading life and annuity technology platform, seeks an Associate II - Annuity Processing to manage post-issue transactions with high accuracy and regulatory compliance. You will handle policy changes, withdrawals, transfers, and beneficiary updates while ensuring documentation quality and adherence to SLAs.

You will review requests, perform related calculations, and coordinate with internal teams and carriers to resolve discrepancies.

Qualifications

• Graduation in any stream; Commerce degree preferred.
• 1+ year in Life insurance domain or similar focusing on quality, accuracy, and accountability.

Responsibilities

• Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates
• Review and validate post-issue requests and supporting documentation for accuracy and completeness
• Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements
• Perform calculations related to withdrawals, surrender charges, fees, and tax implications as applicable
• Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners
• Update and maintain accurate records in policy administration systems
• Meet established SLAs, productivity targets, and quality standards
• Identify trends, recurring issues, and process improvement opportunities
• Provide guidance or informal mentoring to Associate I team members as needed
• Participate in audits, quality reviews, and compliance checks

Skills

Attention to detail

English communication

Basic math

Education

Commerce degree 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.

WHO YOU ARE:

The Associate II - Annuity Processing (Post-Issue) is responsible for managing post issue annuity transactions with a high degree of accuracy, efficiency, and regulatory compliance. This role supports the ongoing servicing of annuity contracts after policy issuance and requires working knowledge of annuity products, strong attention to detail, and the ability to independently handle moderately complex transactions.

WHAT YOU LL DO:

• Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates
• Review and validate post-issue requests and supporting documentation for accuracy and completeness
• Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements
• Perform calculations related to withdrawals, surrender charges, fees, and tax implications as applicable
• Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners
• Update and maintain accurate records in policy administration systems
• Meet established service-level agreements (SLAs), productivity targets, and quality standards
• Identify trends, recurring issues, and process improvement opportunities
• Provide guidance or informal mentoring to Associate I team members as needed
• Participate in audits, quality reviews, and compliance checks

WHAT YOU LL NEED:

• Graduation in any stream, Commerce Graduate preferred. 1+ year of working experience (Life insurance domain) that required a focus on quality including attention to details, 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 require you to use a keyboard, navigate screens, and learn new software tools.
• Effective English business communication skills required to exchange information with client.
• Ability to solve basic mathematical problems.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Life Insurance domain knowledge is must (preferably Annuities).

WHAT S IN IT FOR YOU?

We re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.

Visit our website at www.zinnia.com for more information.

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.