Case Management Associate I

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:

You are a customer service professional specializing in Annuity and Life Products 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.

As a Case Management Associate I, you will be responsible for providing customers and agents with high quality, individualized phone support and processing all requests for information, and conducting research and analysis in order to ensure successful outcomes when complexities arise. Case Management Associate 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 regarding customer questions and providing customer support as needed
• Accurately and timely process customer requests that are received by mail, phone, fax or email
• Researches and analyzes issues in order to ensure successful outcomes and or resolution
• Develops relationships with client and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops in depth knowledge of products, services, policies, procedures, regulations and laws for effective service delivery
• Handles escalated telephone calls to assist customer with problem resolution
• Responds to customer requests by creating original correspondence or utilizing existing written materials

WHAT YOU’LL NEED:

• High school diploma or equivalent required, college degree and prior financial services experience preferred
• 2 to 4 + years’ experience providing customer service and transaction processing support to clients
• Previous call center experience helpful, 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
• Incumbents must be able to work required overtime
• Requires strong organizational skills and attention to detail
• Excellent communication skills both oral and written
• Self-motivated individual who is results and customer service oriented, with demonstrated organizational and time management skills 

WHAT’S IN IT FOR YOU?  Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 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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