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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Skills Required
- Graduation in any stream
- Commerce graduation
- At least 1 year of experience in life insurance, annuities, or financial services
- Experience working in a professional or office environment with regularly scheduled shifts
- Experience using Windows PC applications, keyboards, multiple screens, and new software tools
- Typing speed of at least 30 words per minute with 98% accuracy
- Effective English business communication skills
- Ability to solve basic mathematical problems and interpret financial information
- Basic email and letter writing skills
- Good understanding of Microsoft Excel and Microsoft Outlook
- Life and annuity insurance domain knowledge
- Annuity new business processing experience
Zinnia (zinnia.com) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zinnia (zinnia.com) and has not been reviewed or approved by Zinnia (zinnia.com).
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Leave & Time Off Breadth — Flexible or 'unlimited' PTO is described for many salaried roles, with additional volunteer time, holidays, and wellness days noted. Feedback suggests time off is broadly seen as a solid component of the package.
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Parental & Family Support — Paid parental leave is explicitly included in role descriptions, and anecdotes cite substantial leave durations. Feedback suggests family leave is a meaningful part of total rewards in the U.S. footprint.
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Retirement Support — A 401(k) is standard with indications of company matching and, in some cases, profit sharing alongside bonus eligibility. Feedback suggests retirement programs contribute materially to overall compensation.
Zinnia (zinnia.com) Insights
What We Do
Zinnia is Where Complexity Ends and Simplicity Begins. By merging decades of industry expertise with advanced technology, Zinnia seeks to transform the life and annuity experience from end-to-end. We will empower our clients to innovate and launch products faster, to buy, sell, manage, and service products more effectively, and to better serve their customers.
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