WHO WE ARE:
Building on its rich heritage, Zinnia is transforming the way life and annuity products are created, sold, and administered – from lead to origination to claims – through Zinnia Open Insurance. We’re addressing the new realities of the marketplace, and we understand what consumers want and deserve: a great experience from the moment they consider these products until their policies pay out.
Zinnia Open Insurance is advanced data-driven technology that accelerates innovation, enables unrivaled speed-to-market, deepens relationships with policyholders, and empowers better risk-based outcomes. Open transforms the end-to-end experience to make everything faster, more transparent, and more collaborative for consumers, carriers, and advisors. Zinnia is a new tech company, but we’re not new to insurance. We’re L&A experts and technology innovators building Open Insurance to power exceptional experiences that evolve ahead of the marketplace. We’re Zinnia. And we’re Open. Join us, and experience Life, More Open.
WHO YOU ARE:
The Client Support Specialist (CSS) will provide oversight and advice to the Account Manager, Delivery Lead, Program Manager/PM, Operational Lead and Client Operations Analyst on production items from intake to resolution and development of new processes/support. CSS’s will report and facilitate incident and change items directly to the External client; and provide assistance to our Internal teams in the mitigation and resolution of items.
Client Support Specialists are liaisons between Information Technology, Incident Management, Finance, Operations, Management, External clients etc. and are responsible for facilitating the flow of information between departments.
WHAT YOU’LL DO:
- Drive resolution of production related items by oversight across both Incident Management and Client Delivery Team with a sense of urgency.
- Completing research and providing analysis as needed to support Management in decision making
- Facilitating the development and execution of proposed business and technical solutions
- Assist in the research and investigation of escalated production items and engage teams for resolution
- Assist in identifying, developing and executing continuous improvement opportunities
- Facilitating business needs and priority identification
- Track production items through completion while providing regular updates to both internal and external customers
- Provide project management, as needed, of production items that are being remediated by the Client Delivery Team
WHAT YOU’LL NEED:
- A bachelor’s degree in Computer Information Systems, Business Administration, or a related field; or a high school education and equivalent work experience in business analysis and application development
- Advanced knowledge of SQL, client/server, and network environments
- Advanced Microsoft PC software experience (i.e., Excel, Word)
- Excellent written, oral and interpersonal communication skills
- Advanced troubleshooting skills
- Ability to lead and mentor teammates to ensure constant improvement
- Advanced understanding of multiple software applications
- Customer service skills with strong relationship management skills with the ability to interact positively and successfully with all level of associates and managers to meet business needs
- 5+ years’ work experience or an education in systems or quantitative analysis and business solutions development required
- Established Annuity and Life Insurance industry-related knowledge
- 5+ years’ experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
BONUS POINTS:
- Experience in project management preferred