Full-Time

Manager – Carrier Solutions

Posted on 12/21/2024

Zinnia

Zinnia

201-500 employees

Insurance technology for life products

Data & Analytics
Fintech

Junior, Mid

Topeka, KS, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Management
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets

You match the following Zinnia's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High school diploma or equivalent required college degree and prior financial service experience preferred. Industry education classes or work toward related industry designations desirable
  • 1-2 years of management experience including but not limited to selection, performance management, coaching, development, and training
  • 1-2 years of work experience within financial services and specifically with customer interaction and client support
  • Demonstrated knowledge of and work experience with Life Insurance products
  • Knowledge of products, systems, processing guidelines; Prior exposure to Annuity, Mutual Funds, Retirement Plans and other products would be a plus
  • Proven leader with excellent oral and written communication skills and strong motivation skills
  • Proven ability in analysis, problem solving, decision making, as well as in exhibiting self-initiative, teamwork, time management and organizational skills.
Responsibilities
  • Select, motivate, coach, manage performance, train, and develop associates who work directly with customers/ reps in regard to phone customer service and processing transactions
  • Supervise associates who are responsible for phone support, processing of transactions, researching and analyzing problems to determine accurate and prompt resolution of any issues that arise, and relaying necessary information to the rep, customer or client through both verbal and written communication
  • Ensure quality and consistent processing and service in the work direct reports perform
  • Train and coach associates within this group to help them develop broad understanding of products, services, policies, procedures, regulations and laws for effective performance
  • Develop effective working relationships with other managers in Operations and other departments, as well as assisting Director as needed to work with Information Technology on appropriate business systems
  • Build high level relationship with Reps, customers, and Clients by serving a resource
  • Handle escalated Rep/customer calls and ensure issue resolution consistent with guidelines
  • Ensure research and analysis of rep/client issues, providing any necessary problem resolution
  • Assist the Director with establishment of department service standards consistent with client Service Level Agreements (SLAs)
  • Monitor adherence to SLAs by team
  • Participate in resolving customer, Rep or Broker/Dealer complaints, questions, system enhancements and other administrative issues
  • Work with Director to implement and develop new procedures and work flow processes to support corporate goals and objectives
  • Assist in collecting, documenting, and interpreting information for Macro Measures for performance, incentives and other needs, creating reports as necessary using Microsoft Word, Excel, PowerPoint, among others.
Desired Qualifications
  • Prior financial service experience preferred
  • Industry education classes or work toward related industry designations desirable
  • Prior exposure to Annuity, Mutual Funds, Retirement Plans and other products would be a plus

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products quickly and manage them efficiently. This benefits insurers, financial advisors, and consumers by enhancing the buying experience and operational efficiency. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to modernize the insurance experience, ensuring better protection and improved wellbeing for customers while fostering stronger relationships between customers and insurers.

Company Stage

Seed

Total Funding

$1.7M

Headquarters

Topeka, Kansas

Founded

2005

Simplify Jobs

Simplify's Take

What believers are saying

  • Zinnia secured $300 million in funding from Vista Credit Partners.
  • The acquisition of Ebix's assets expands Zinnia's market share and service offerings.
  • Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.
  • Rapid expansion and onboarding of 770 new team members could strain resources.

What makes Zinnia unique

  • Zinnia offers a comprehensive platform for life and annuity insurance products.
  • The company leverages advanced technology and data analytics for efficient product management.
  • Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

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Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

INACTIVE