Account Service Representative I

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 Account Services Representative I is a professional within the financial services industry with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

WHAT YOU'LL DO:

The Account Service Representative will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication.

• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues to ensure successful outcomes and or resolution
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

WHAT YOU'LL NEED:

• High school diploma or equivalent required, college degree preferred
• 1 to 2 years' experience providing customer service and transaction processing support
• 1 to 2 years' call center experience
• Financial services experience preferred
• Work history which demonstrates personal growth and aptitude for advancement.
• Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software.
• Demonstrated and effective oral, written, and interpersonal communication skills.
• Ability to work effectively with other internal teams and associates
• Incumbents must be able to work required overtime.

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.