Client Delivery Consultant

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.

WHO YOU ARE: 

A Client Delivery Consultant will have a background in the annuity and insurance industry, specifically related to the Zinnia model.  The Consultant will have a solid background in the interdependencies between Operations, Technology Capability areas (key systems, platforms) and department outside of delivery (Finance, Fund Management, Compliance, Tax).  They will have the ability to build relationships with technical and non-technical clients, both internal and external.

Client Delivery Consultants have a strong grasp of the client business, implementation ecosystem and Zinnia platforms and are the voice of the customer internally to ensure the proposed solution meets the business objective.  They have strong attention to detail, are problem solvers and can translate between the External Client, Information Technology, Operations, and Management teams to progress the right solution,

WHAT YOU’LL DO:  

• Lead the initial project scope and analysis activities, including pricing exercises
• Lead/Facilitate detailed Solution Definition meetings, ensuring track meetings are well defined and address the necessary material to drive to a holistic solution
• Facilitate solution planning sessions to ensure efficient use of time with take-aways for internal alignment if necessary
• Incorporate knowledge of the existing client implementation and business offerings as consideration of impact and alignment when driving scoping sessions
• Act as the voice of the customer to translate the business objective into an approach prescribed by Zinnia
• Ensure solutions for each client adhere to the Zinnia IT framework, architectural strategic direction and support the clients’ business objective
• Provide thought equity to identify new and innovative business analysis tools and techniques in response to business needs
• Assist other Capability areas in identifying scope changes and facilitating the dissemination of information to the appropriate Delivery Team
• Support the movement of internal and external project requests through the estimation process
• Assist with training program and associated documentation to support knowledge repositories

WHAT YOU’LL NEED:  

• Bachelor’s degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience
• 6 plus years in business and / or systems analysis or related experience preferred
• 8+ years’ experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
• Solid background in the interdependencies between Operations, Technology Capabilities and department outside of delivery
• Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle)
• Hands-on leader who knows the day-to-day aspects of tasks well enough to offer clear direction to team members
• Outlook/Word//Excel/PowerPoint experience, with knowledge of Project Management tools
• Strong project management skills
• Strong Relationship Building skills
• Strong analytical skills
• Excellent oral/written communications skills and relationship management skills

BONUS POINTS:  

• Proficiency in the following skills / traits:
  • Decision Making
  • Priority Management
  • Thinking Strategically
  • Commitment to Results
  • Customer Focus
  • Problem Solving
  • Acting with Integrity and Trust
  • Team Effectiveness
  • Adaptability

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. 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.

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