Client Services Analyst II

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Junior
Insurance • Software
The Role
The Client Services Analyst II supports operational teams by resolving production issues, developing solutions, analyzing data, and facilitating communication with clients and internal departments.
Summary Generated by Built In

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 Client Services Analyst (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on systems issues in both production support and development of new processes/support.  CSA’s will report escalated Operational and Production incident items directly to the External client; and provide assistance to our Internal teams in the mitigation and resolution of issues.

Client Services Analysts are liaisons between Information Technology, Finance, Operations, External clients etc. and are responsible for facilitating the flow of information between departments. 

WHAT YOU’LL DO:

  • Completing research and providing analysis as needed to support Management in decision making
  • Developing and executing proposed business and technical solutions
  • Drive resolution of production issues
  • Assist in the research and investigation of escalated production issues and engage teams for resolution
  • Assist in identifying, developing and executing continuous improvement opportunities
  • Facilitating business needs and priority identification
  • Track incidents through completion while providing regular updates to both internal and external customers
  • Document business impact, research and resolution steps and long term preventative measures via incident reports
  • Provide regular severity updates to Senior leadership, Others
  • Flexibility in work schedule including regular participation in an On-Call rotation

WHAT YOU’LL NEED:

  • A bachelor’s degree in Computer Information Systems, Business Administration, or a related field; or a high school education and equivalent work experience in business analysis and application development
  • Basic knowledge of SQL, client/server, and network environments
  • Advanced Microsoft PC software experience (i.e., Excel, Word)
  • Strong written, oral and interpersonal communication skills
  • Customer service skills with strong relationship management skills with the ability to interact positively and successfully with all level of associates and managers to meet business needs
  • 1-3+ years’ work experience or an education in systems or quantitative analysis and business solutions development required
  • Willingness to develop industry-related knowledge
  • Experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
  • Experience in project management preferred

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’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. Apply by completing the online application on the careers section of our website.  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.

If you are resident in California, the CCPA applies to you, find the link to the appropriate privacy notice here stating how we collect and use your data in line with CCPA.


Top Skills

Excel
Microsoft Word
SQL
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The Company
HQ: Topeka, KS
1,258 Employees
Year Founded: 2005

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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