Full-Time

Customer Engagement Associate

Life Insurance, Policygenius

Posted on 5/7/2024

Zinnia

Zinnia

1,001-5,000 employees

Tech solutions for life insurance and annuities

Fintech

Mid

Remote in USA

Required Skills
Sales
Communications
Requirements
  • Willingness to obtain a life insurance license
  • Strong communication and effective listening skills
  • Customer-centered mindset
  • Ability to provide and receive actionable feedback
  • Honesty and integrity
  • Teamwork mindset
  • Desire to learn and grow professionally
  • Comfort in getting involved in the sales process
Responsibilities
  • Become a licensed expert on term life insurance products
  • Ensure seamless customer experience via phone, email, and SMS
  • Master workflows and troubleshoot issues
  • Address customer questions about the life insurance buying process
  • Communicate adverse underwriting decisions with empathy
  • Work effectively with internal stakeholders

Zinnia provides end-to-end life insurance and annuity tech solutions, leveraging advanced technology to simplify and enhance the insurance experience. The company focuses on empowering clients to innovate and launch products faster, while offering frictionless data experiences and real-time data sharing to improve outcomes for consumers, advisors, and insurers.

Company Stage

Seed

Total Funding

$1.7M

Headquarters

Greenwich, Connecticut

Founded

2005

Growth & Insights
Headcount

6 month growth

19%

1 year growth

28%

2 year growth

45%
INACTIVE