Client Services Analyst I

1 Month ago • 1-3 Years

Job Summary

Job Description

The Client Services Analyst I (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on systems issues. CSAs report escalated Operational and Production incident items directly to the External client and assist internal teams with issue resolution. Responsibilities include researching and providing analysis, developing and executing solutions, driving resolution of production issues, identifying improvement opportunities, and facilitating business needs. They also track incidents, document impact and resolution steps, and provide updates to internal and external customers. The role requires flexibility in work schedule, including participation in an On-Call rotation.
Must have:
  • Bachelor’s degree in a related field and work experience.
  • Basic knowledge of SQL, client/server, and network environments.
  • Advanced Microsoft PC software experience (Excel, Word).
  • Strong written and interpersonal communication skills.
  • Customer service and relationship management skills.
  • 1-3+ years work experience in business analysis.
Good to have:
  • Experience in Annuity, mutual funds, or life insurance.
  • Experience in project management.

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:

The Client Services Analyst I (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on systems issues in both production support and development of new processes/support. CSA’s will report escalated Operational and Production incident items directly to the External client; and provide assistance to our Internal teams in the mitigation and resolution of issues. Client Support Analysts are liaisons between Information Technology, Finance, Operations, External clients etc. and are responsible for facilitating the flow of information between departments.

WHAT YOU’LL DO:

  • Completing research and providing analysis as needed to support Management in decision making
  • Developing and executing proposed business and technical solutions
  • Drive resolution of production issues
  • Assist in the research and investigation of escalated production issues and engage teams for resolution
  • Assist in identifying, developing and executing continuous improvement opportunities
  • Facilitating business needs and priority identification
  • Track incidents through completion while providing regular updates to both internal and external customers
  • Document business impact, research and resolution steps and long term preventative measures via incident reports
  • Provide regular severity updates to Senior leadership, Others
  • Flexibility in work schedule including regular participation in an On-Call rotation

WHAT YOU’LL NEED:

  • A Bachelor’s degree in Computer Information Systems, Business Administration, or a related field; and equivalent work experience in business analysis and application development
  • Basic knowledge of SQL, client/server, and network environments
  • Advanced Microsoft PC software experience (i.e., Excel, Word)
  • Strong written, oral and interpersonal communication skills
  • 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
  • 1-3+ years’ work experience or an education in systems or quantitative analysis and business solutions development required
  • Willingness to develop industry-related knowledge
  • Experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
  • Experience in project management preferred

WHAT’S IN IT FOR YOU?

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, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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About The Company

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.

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