Full-Time

Director – Client Account Manager

Posted on 10/9/2024

Zinnia

Zinnia

201-500 employees

Insurance technology for life products

Compensation Overview

$180k - $220kAnnually

Expert

Greenwich, CT, USA

This is a hybrid position, which implies that the candidate will be required to work in-office for part of the week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Bachelor’s degree in technology, business, finance, accounting, or equivalent work experience.
  • Minimum 12 years' experience in relationship management, consulting, or leadership roles, engaging with all levels in client organizations.
  • Preferably experienced in the life insurance industry, especially Annuities.
  • Extensive project, program and portfolio management experience.
  • Excellent verbal and written communication skills, including negotiation and conflict management abilities, and presentation skills for orientations and live online sessions.
  • Outstanding team player with a strategic partner mindset, able to interact with both technical and non-technical clients.
  • Strong technology-related skills, tech-savvy in the technical aspects of platforms and digital strategies.
  • Empathetic understanding of clients' businesses and the ability to align Zinnia services with client needs.
  • Proven problem-solving, critical reasoning, and influencing skills.
  • Responsive to client escalations, with strong time management and organizational skills.
  • Effective relationship-building skills internally and with clients, adept at working in dispersed virtual teams.
  • Diplomacy skills, including the ability to broker reasonable compromises.
  • Strong goal orientation and organizational follow-through.
  • Highly organized and detail-oriented, with exceptional follow-through.
  • Self-starter with a high energy level, commitment to excellence, and diligent work ethic.
  • Strong leadership abilities in a matrix environment.
  • Willingness to travel, ranging from a minimum of 25% up to 50% based on client needs.
Responsibilities
  • Ensure Zinnia meets business commitments and resolves issues promptly for client satisfaction. Clarify lines of responsibility and authority within functional organizations.
  • Own and manage the client relationship within the Zinnia framework, overseeing project delivery, day-to-day operations, service delivery, and financial management.
  • Build long-term strategic partnerships focused on driving ROI for our clients and identify a clear path and execution approach to deliver an exceptional level of client experience. Ensure client satisfaction metrics are developed and implemented.
  • Represent the client within Zinnia, communicate the customer experience, collaborate with internal teams to achieve client objectives, and identify Zinnia's needs to meet business requirements.
  • Take ownership of high priority projects/programs, including: business case, alternatives evaluation, scope, cost, risks, interdependencies, workplan, implementation, impact measurement, scaling and iteration.
  • Introduce clients to Zinnia capabilities, influence technology roadmap, and coordinate with clients on industry/regulatory changes and go-to-market strategies.
  • Drive commercial management initiatives, focusing on growth and retention strategies, to enhance overall business performance and sustain long-term client relationships.
  • Oversee contract management and governance, ensuring adherence to established protocols and driving effective execution throughout the contract lifecycle for optimal outcomes.
  • Define and execute our account management strategy promoting a collaborative mindset across the organization with assigned client account(s), seamlessly interface and gain the trust at all levels and collaborate and lead the internal Zinnia teams through solutioning, implementation, execution and overall client satisfaction.
  • Design and lead a dedicated core team for the client organization. Ensure the team is an extension of the client's team, interfacing with Zinnia on a daily basis.
  • Identify additional client pull-through business opportunities as part of an account management strategy that builds on the strategic direction and targets of the client, aligning those targets to Zinnia offerings and services.
  • Collaborate with the Zinnia senior management team, develop strategic plans, and ensure responsiveness to client requests for change. Maintain professional relationships reflecting Zinnia's core values.
Desired Qualifications
  • Industry certifications are 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 results in a better buying experience for consumers and improved operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Company Size

201-500

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 funding from Vista Credit Partners, boosting financial stability.
  • The acquisition of Ebix's assets expands Zinnia's offerings and market reach.
  • Growing demand for digital insurance solutions supports Zinnia's innovative platform.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Rapid expansion through acquisitions may strain Zinnia's resources and management.
  • Reliance on advanced technology poses risks of technological failures or data breaches.

What makes Zinnia unique

  • Zinnia leverages advanced technology to streamline life and annuity insurance processes.
  • The company offers a comprehensive platform for insurers, advisors, and consumers.
  • Zinnia's acquisition of Ebix's assets enhances its insurance-focused CRM and agency management capabilities.

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Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Company News

II Reporter
Mar 6th, 2025
Zinnia Names Gary D. Cohn Vice Chair and Board Member

Zinnia, a prominent life and annuity (L&A) insurance technology company, has announced the appointment of Gary D. Cohn as Vice Chair and board member.

StartUpRise
Oct 15th, 2024
[Funding News] Zinnia Secures $300 Mn Strategic Funding from Vista Credit Partners

[Funding news] Zinnia secures $300 mn strategic funding from Vista Credit Partners.

Business Wire
Apr 1st, 2024
Zinnia Closes Acquisition Of Ebix’S North American Life And Annuity Assets

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge Industries business and leading life and annuity insurance technology services company, and Ebix, Inc. (“Ebix”), a supplier of software solutions, today announced that Zinnia’s acquisition of Ebix’s North American Life and Annuity Assets (the “LA Assets”) has closed. The deal further positions Zinnia as a partner of choice in the life and annuity industry and expands its offerings with insurance focused CRM agency management, market-leading research, quoting, illustration, order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients. Zinnia will be welcoming over 770 new team members across 6 locations in India and the United States. The LA assets, including SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization will become a newly formed business line within Zinnia called Life and Annuity Exchange Solutions

Coverage
Feb 19th, 2024
Zinnia To Acquire Ebix’S Life And Annuity Software Assets

Zinnia <i class="fa fa-info-circle company-popover" data-content="h3Zinnia/h3. div. table

Business Wire
Feb 16th, 2024
Zinnia To Acquire Ebix Inc.’S Life And Annuity Software Assets, Continuing Its Mission To Deliver Solutions That Simplify Insurance And Power Industry Growth

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge business and leading life and annuity insurance technology services company, today announced it will acquire the Life and Annuity Assets (the “L&A Assets”) of Ebix, Inc. (“Ebix”), a supplier of software solutions. The L&A assets will further position Zinnia as a partner of choice in the life and annuity industry, expanding its offerings with insurance focused CRM & agency management, market-leading research, quoting, illustration, and order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients.“The acquisition of the Ebix Life and Annuity Assets is transformative for Zinnia,” said Michele Trogni, Zinnia Chief Executive Officer. “The complementary nature of our solutions will enable us to better serve carriers, distributors, and consumers, expanding our reach as we build the modern rails of the insurance industry. We are thrilled to welcome the Ebix L&A employees to Zinnia and look forward to what we can achieve together for our clients.”In a rapidly expanding life and annuity sector, this acquisition allows Zinnia to power growth and simplify insurance from product development through distribution and claims. Upon closing, Zinnia will expand its offerings with the addition of SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization.Ash Sawhney, President of Ebix Insurance Solutions North America, will join Zinnia heading up the newly formed Life and Annuity Exchange Solutions business, reporting to Trogni

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