In person drive - Associate II - Insurance Operations

WHO WE ARE: Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHAT YOULL DO:

• Process post-issue service requests including address changes, beneficiary updates, ownership and payor changes, and banking information updates.

• Handle routine maintenance tasks such as corrections to policy data, transaction reversals, and reinstatements.

• Maintain and update policy records in the administration systems according to standard

• operating procedures.

• Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and ensure service quality.

• Research and resolve escalated issues or incomplete transactions related to policy servicing.

• Ensure service levels and turnaround times are met according to SLA requirements.

• Support audits and regulatory compliance activities by providing accurate documentation and timely responses.

• Maintain a strong understanding of policy administration systems, transaction codes, and process workflows.

• Participate in process improvement initiatives and provide feedback for automation opportunities

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 required 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. 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.