Product Manager - SoR Team

28 Minutes ago • 5 Years +

Job Summary

Job Description

The Product Manager for the Service of Record (SoR) team will act as a bridge between technology and other business functions. This role involves leading initiatives to improve SoR capabilities, ensuring regulatory compliance, and building scalable, API-first products. The Product Manager will manage the product lifecycle, define the product roadmap, collaborate with various teams, define product requirements, evaluate product performance and drive automation and data accuracy, and communicate product plans across different audiences. The role requires the individual to assist in the research and investigation of escalated production issues and engage teams for resolution and also document business impact, research, resolution steps and long-term preventative measures via incident reports.
Must have:
  • 5+ years of Product Management experience in B2B SaaS or FinTech/InsurTech.
  • Experience across Insurance Industry - Life Insurance, Annuity, financial services etc.
  • Strong understanding of insurance distribution, agency/broker relationships, and regulatory concepts.
  • Experience working with API-based products and backend platforms.
  • Comfortable writing SQL queries or collaborating closely with data/engineering teams.
Perks:
  • Excellent career progression
  • Competitive compensation
  • Health/dental insurance
  • Parental leave
  • Profit sharing
  • PF
  • Incentive/bonus opportunity
  • Tuition reimbursement

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:

You will be a liaison between Technology and other Business Functions to ensure sound business solutions are formed and implemented with quality. You’ll join our Service of Record (SoR) team. The SoR is a critical component of our platform, managing ownership, compliance, and transitions of insurance policies across agents and brokers. You’ll lead initiatives to strengthen our SoR capabilities, ensure regulatory alignment, and build scalable, API-first products that serve both internal and external users.

WHAT YOU’LL DO:

  • Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch
  • Own the SoR product roadmap – define strategy, prioritize features, and align with business goals.
  • Partner with engineering, design, compliance, and customer success teams to deliver high-quality features on time.
  • Define product requirements and user stories with clarity and manage the backlog effectively.
  • Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization
  • Assist in drive automation and data accuracy in SoR transitions, audits, and reporting.
  • Influence the evolution of APIs and data models that underpin SoR logic.
  • Communicate product plans and updates clearly across technical and non-technical audiences.
  • Assist in Developing and executing proposed business and technical solutions
  • Assist in the research and investigation of escalated production issues and engage teams for resolution
  • Document business impact, research and resolution steps and long-term preventative measures via incident reports

WHAT YOU’LL NEED:

  • A Bachelor’s/Master’s Degree with 4+ years’ work experience in Product Management or Business Analysis
  • 5+ years of Product Management experience, ideally in B2B SaaS or FinTech/InsurTech domains
  • Must have experience across Insurance Industry - Life Insurance, Annuity, financial services etc.
  • Strong understanding of insurance distribution, agency/broker relationships, and regulatory concepts (SoR, commissions, appointments, licensing).
  • Experience working with API-based products and backend platforms.
  • Comfortable writing SQL queries or collaborating closely with data/engineering teams.
  • Proven success delivering complex products involving compliance and external integrations.
  • Excellent communication, problem-solving, and stakeholder management skills.
  • Detail-oriented with a bias for action and ownership mindset.

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, PF, 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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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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