Associate II - New business

1 Day ago • All levels

Job Summary

Job Description

This role involves following up with insurance carriers regarding incoming fund transfers (EFT/ERA). The Voice Resource will make outbound calls to confirm payment status and coordinate with internal teams for accurate posting. Key responsibilities include verifying fund transfers, following up on delayed payments, escalating unresolved issues, and maintaining detailed documentation. The ideal candidate will have excellent phone etiquette and the ability to work independently.

Must have:

Graduation in any discipline.
Strong verbal communication skills and phone etiquette.
Proficient in Microsoft Office (Excel, Outlook, etc.).
Ability to work in a high-volume, deadline-driven environment.

Good to have:

Prior experience working in a BPO/KPO.
Experience working in US working hours (CST/EST etc. shifts).

4 skills required

4 skills required for this role

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microsoft-office

excel

communication

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Job Details

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:
We are looking for a diligent and communication-savvy Voice Resource to follow up with insurance carriers regarding incoming fund transfers (EFT/ERA). The role involves making outbound calls to confirm payment status and coordinate with internal teams for accurate posting. Ideal candidates will have a basic understanding of annuity/insurance payments, excellent phone etiquette, and the ability to work with minimal supervision.

WHAT YOU'LL DO:

Initiate outbound calls to insurance carriers to verify Fund Transfers.
Follow up on delayed, missing, or incomplete fund transfers.
Escalate unresolved payment issues or discrepancies to the appropriate internal teams.
Maintain detailed and accurate documentation of all interactions and updates in the system.
Stay up to date with payer policies and payment methods.

WHAT YOU'LL NEED:

Graduation in any discipline is a prerequisite.
Strong verbal communication skills and professional phone etiquette.
Proficient in using Microsoft Office (Excel, Outlook, etc.).
Ability to work in a high-volume, deadline-driven environment.

Preferred Skills:

Prior experience working in a BPO/KPO.
Experience working in US working hours (CST/EST etc. shifts).

WHAT’S IN IT FOR YOU?

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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