About the role
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.
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