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Job Description

About the Role

Title: Associate I, Carrier Solutions

Location: Topeka, KS-Hybrid

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 I, Carrier Solutions is a professional within the financial services industry with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

WHAT YOU’LL DO:

The Associate I, Carrier Solutions will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication.

Answers incoming calls and completes outgoing calls as needed

Calls include answering customer questions and providing comprehensive customer support

Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information

Researches and analyzes issues to ensure successful outcomes and or resolution

Develops relationships with clients and customers by becoming a dedicated resource

Ensures high quality and consistency to customers by processing and servicing

Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery

Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

WHAT YOU’LL NEED:

High school diploma or equivalent required, college degree preferred

1 to 2 + years’ experience providing customer service and transaction processing support

1 to 2 + years’ call center experience

Financial services experience preferred

Work history which demonstrates personal growth and aptitude for advancement.

Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software.

Demonstrated and effective oral, written, and interpersonal communication skills.

Ability to work effectively with other internal teams and associates

Incumbents must be able to work required overtime.

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 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.